+184.6%
AFRM vs TRGP
+274.3%
-89.7%
-55.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.3% | -1.5% | -1.3% |
| 7D | -4.4% | +12.4% | -16.8% | -10.1% |
| 30D | -7.7% | +2.6% | -10.3% | -9.8% |
| 3M | -16.9% | +11.9% | -28.7% | -23.4% |
| 6M | +2.5% | +13.9% | -11.4% | -9.1% |
| YTD | -12.5% | +64.2% | -76.7% | -44.1% |
| 1Y | -11.0% | +78.5% | -89.5% | -47.9% |
| 3Y | +184.6% | +272.9% | -88.3% | -2.5% |
| All | +184.6% | +274.3% | -89.7% | -2.5% |
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