-16.6%
AFRM vs WWD
+23.9%
-40.5%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -2.0% | -1.0% | -2.3% |
| 7D | -5.5% | +8.2% | -13.6% | -7.9% |
| 30D | -15.5% | -0.2% | -15.3% | -15.5% |
| 3M | -10.3% | -8.4% | -1.9% | -8.1% |
| 6M | +0.6% | -9.5% | +10.1% | +2.6% |
| YTD | -11.5% | +10.1% | -21.6% | -15.3% |
| 1Y | -16.6% | +21.6% | -38.2% | -22.7% |
| All | -16.6% | +23.9% | -40.5% | -22.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WWD.
Daily Out/Under-Performance
Portfolio return minus WWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WWD 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 WWD 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