-66.9%
AFRU vs SPY
+16.5%
-83.4%
-84.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.5% | -0.5% | -10.0% | -8.1% |
| 7D | -15.6% | -0.4% | -15.2% | -13.9% |
| 30D | -22.0% | -1.4% | -20.7% | -15.1% |
| 3M | -2.6% | +3.7% | -6.3% | -15.4% |
| 6M | +39.2% | +13.0% | +26.2% | -16.1% |
| YTD | -42.6% | +12.4% | -55.0% | -63.6% |
| All | -66.9% | +16.5% | -83.4% | -82.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SPY.
Daily Out/Under-Performance
Portfolio return minus SPY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPY 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 SPY 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