+221.8%
AFRM vs TRGP
+263.5%
-41.7%
-55.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -1.2% | -1.4% | -1.9% |
| 7D | -7.0% | +0.8% | -7.7% | -7.5% |
| 30D | -7.8% | +11.5% | -19.3% | -14.9% |
| 3M | +5.3% | +9.0% | -3.7% | -3.1% |
| 6M | +42.6% | +20.5% | +22.1% | +19.0% |
| YTD | -2.8% | +59.5% | -62.3% | -37.4% |
| 1Y | -19.3% | +77.9% | -97.2% | -54.8% |
| All | +221.8% | +263.5% | -41.7% | -10.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling