-0.7%
AGG vs AFRM
-16.1%
+15.3%
-3.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +5.1% | -5.1% | -0.2% |
| 7D | -1.1% | -1.3% | +0.2% | -1.0% |
| 30D | -1.1% | -2.7% | +1.5% | -1.1% |
| 3M | -1.9% | +7.4% | -9.4% | -2.0% |
| 6M | -1.7% | +40.7% | -42.4% | -2.1% |
| YTD | -1.3% | -4.0% | +2.7% | -1.5% |
| 1Y | -0.7% | -12.2% | +11.5% | -1.0% |
| All | -0.7% | -16.1% | +15.3% | -1.0% |
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