-22.9%
AFRM vs WCN
-8.7%
-14.2%
-53.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -1.2% | -4.3% | -5.4% |
| 7D | -8.0% | -1.7% | -6.3% | -8.0% |
| 30D | -9.8% | -3.0% | -6.8% | -9.7% |
| 3M | +4.7% | +2.5% | +2.1% | +4.3% |
| 6M | +34.1% | -5.7% | +39.8% | +36.5% |
| YTD | -8.4% | -7.4% | -1.0% | -8.5% |
| 1Y | -22.9% | -8.6% | -14.3% | -24.5% |
| All | -22.9% | -8.7% | -14.2% | -24.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WCN.
Daily Out/Under-Performance
Portfolio return minus WCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCN 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 WCN 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