+5.9%
AFRM vs ZBH
+11.3%
-5.5%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | +13.5% | -8.5% | +1.4% |
| 7D | +3.1% | +14.3% | -11.2% | -0.7% |
| 30D | +1.1% | +20.3% | -19.2% | -3.9% |
| 3M | -3.2% | +15.3% | -18.5% | -7.0% |
| 6M | +12.7% | +33.9% | -21.3% | +4.9% |
| YTD | +1.6% | +23.5% | -21.9% | -2.8% |
| 1Y | +5.9% | +7.9% | -2.0% | +2.7% |
| All | +5.9% | +11.3% | -5.5% | +2.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ZBH.
Daily Out/Under-Performance
Portfolio return minus ZBH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZBH 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 ZBH 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