+131.7%
AG vs AFRM
-15.0%
+146.7%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -2.6% | +0.7% | -1.1% |
| 7D | +1.0% | -7.0% | +8.0% | +3.3% |
| 30D | +19.2% | -7.8% | +27.0% | +22.0% |
| 3M | +6.2% | +5.3% | +0.8% | +4.7% |
| 6M | -26.7% | +42.6% | -69.3% | -32.4% |
| YTD | +26.1% | -2.8% | +28.9% | +25.4% |
| 1Y | +131.7% | -19.3% | +151.0% | +121.1% |
| All | +131.7% | -15.0% | +146.7% | +121.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AFRM.
Daily Out/Under-Performance
Portfolio return minus AFRM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AFRM 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 AFRM 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