+221.8%
AFRM vs TRMB
+13.5%
+208.4%
-55.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -1.0% | -1.6% | -1.6% |
| 7D | -7.0% | -2.5% | -4.4% | -4.5% |
| 30D | -7.8% | +1.5% | -9.3% | -9.1% |
| 3M | +5.3% | +6.8% | -1.5% | -2.0% |
| 6M | +42.6% | -14.9% | +57.6% | +66.7% |
| YTD | -2.8% | -24.1% | +21.3% | +26.5% |
| 1Y | -19.3% | -25.4% | +6.1% | +6.6% |
| All | +221.8% | +13.5% | +208.4% | +193.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling