-24.9%
AFRM vs TROW
-11.3%
-13.6%
-94.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -1.0% | -1.6% | -1.1% |
| 7D | -7.0% | -1.3% | -5.6% | -4.9% |
| 30D | -7.8% | -4.5% | -3.3% | -0.7% |
| 3M | +5.3% | +3.9% | +1.4% | -2.1% |
| 6M | +42.6% | +22.6% | +20.1% | +1.6% |
| YTD | -2.8% | +10.1% | -12.9% | -19.8% |
| 1Y | -19.3% | +3.6% | -22.9% | -26.5% |
| 3Y | +231.0% | +12.4% | +218.6% | +167.1% |
| 5Y | -22.2% | -37.5% | +15.2% | +47.8% |
| All | -24.9% | -11.3% | -13.6% | +27.4% |
Cumulative growth
Daily Returns
Daily percentage return beside TROW.
Daily Out/Under-Performance
Portfolio return minus TROW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TROW 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 all: compounded portfolio wealth divided by compounded TROW 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…
all analysis · Full analysis span regression · 6 months rolling