-22.9%
AFRM vs ZBH
-8.1%
-14.8%
-53.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | +0.4% | -5.9% | -5.5% |
| 7D | -8.0% | -4.9% | -3.1% | -7.0% |
| 30D | -9.8% | -3.2% | -6.5% | -9.1% |
| 3M | +4.7% | +5.8% | -1.2% | +3.5% |
| 6M | +34.1% | +2.0% | +32.2% | +33.9% |
| YTD | -8.4% | +5.8% | -14.2% | -8.6% |
| 1Y | -22.9% | -7.9% | -15.0% | -25.9% |
| All | -22.9% | -8.1% | -14.8% | -25.9% |
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