+220.9%
AFRM vs TRMB
+26.2%
+194.6%
-55.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.8% | -1.1% | -6.7% | -6.9% |
| 7D | -6.9% | -17.9% | +11.0% | +7.0% |
| 30D | -7.0% | -12.0% | +5.0% | -0.1% |
| 3M | -11.2% | -8.4% | -2.8% | -8.5% |
| 6M | +4.3% | -21.5% | +25.8% | +24.5% |
| YTD | -6.4% | -31.5% | +25.1% | +28.9% |
| 1Y | -2.6% | -33.4% | +30.8% | +38.7% |
| All | +220.9% | +26.2% | +194.6% | +165.7% |
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