-55.8%
AFRM vs WCC
+146.1%
-201.9%
-94.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | 0.0% | -2.9% | -2.9% |
| 7D | -5.5% | +14.2% | -19.7% | -15.3% |
| 30D | -15.5% | -9.8% | -5.6% | -10.5% |
| 3M | -10.3% | -10.1% | -0.2% | -6.7% |
| 6M | +0.6% | -9.4% | +10.0% | +1.5% |
| YTD | -11.5% | +34.4% | -45.9% | -40.1% |
| 1Y | -16.6% | +23.3% | -39.9% | -39.0% |
| 3Y | +193.5% | +137.9% | +55.6% | -1.0% |
| 5Y | -55.8% | +144.0% | -199.8% | -87.0% |
| All | -55.8% | +146.1% | -201.9% | -87.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 5y: compounded portfolio wealth divided by compounded WCC 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…
5y analysis · Full analysis span regression · 6 months rolling