-16.6%
AFRM vs WY
-6.3%
-10.3%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.9% | -2.0% | -2.6% |
| 7D | -5.5% | -5.4% | -0.1% | -3.8% |
| 30D | -15.5% | +7.9% | -23.3% | -17.2% |
| 3M | -10.3% | -16.6% | +6.3% | -5.3% |
| 6M | +0.6% | -11.2% | +11.8% | +3.6% |
| YTD | -11.5% | -11.3% | -0.2% | -9.6% |
| 1Y | -16.6% | -5.5% | -11.1% | -18.8% |
| All | -16.6% | -6.3% | -10.3% | -18.8% |
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