-29.4%
AFRM vs TRGP
+876.5%
-905.9%
-94.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +3.4% | -3.5% | -2.5% |
| 7D | -7.5% | -7.2% | -0.4% | -2.9% |
| 30D | -15.7% | -4.2% | -11.5% | -14.3% |
| 3M | -9.6% | +7.0% | -16.5% | -16.2% |
| 6M | +6.3% | +11.2% | -5.0% | -7.4% |
| YTD | -8.6% | +51.1% | -59.7% | -39.7% |
| 1Y | -7.6% | +62.0% | -69.6% | -43.2% |
| 3Y | +173.7% | +248.2% | -74.5% | -9.8% |
| 5Y | -56.9% | +432.4% | -489.3% | -87.9% |
| All | -29.4% | +876.5% | -905.9% | -83.0% |
Cumulative growth
Daily Returns
Daily percentage return beside TRGP.
Daily Out/Under-Performance
Portfolio return minus TRGP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRGP return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded TRGP wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling