-19.3%
AFRM vs TRMB
-24.7%
+5.4%
-53.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -1.0% | -1.6% | -1.8% |
| 7D | -7.0% | -2.5% | -4.4% | -5.1% |
| 30D | -7.8% | +1.5% | -9.3% | -8.8% |
| 3M | +5.3% | +6.8% | -1.5% | +0.1% |
| 6M | +42.6% | -14.9% | +57.6% | +62.4% |
| YTD | -2.8% | -24.1% | +21.3% | +20.2% |
| 1Y | -19.3% | -25.4% | +6.1% | +0.3% |
| All | -19.3% | -24.7% | +5.4% | +0.3% |
Cumulative growth
Daily Returns
Daily percentage return beside TRMB.
Daily Out/Under-Performance
Portfolio return minus TRMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRMB 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 1y: compounded portfolio wealth divided by compounded TRMB 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…
1y analysis · Full analysis span regression · 6 months rolling