-22.9%
AFRM vs WY
-9.3%
-13.6%
-53.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -0.4% | -5.0% | -5.3% |
| 7D | -8.0% | -1.7% | -6.3% | -7.7% |
| 30D | -9.8% | -9.9% | +0.1% | -7.7% |
| 3M | +4.7% | -7.5% | +12.2% | +6.5% |
| 6M | +34.1% | -5.1% | +39.3% | +34.7% |
| YTD | -8.4% | -2.1% | -6.3% | -8.1% |
| 1Y | -22.9% | -7.3% | -15.6% | -27.5% |
| All | -22.9% | -9.3% | -13.6% | -27.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WY.
Daily Out/Under-Performance
Portfolio return minus WY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WY 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 WY 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