+19.4%
AKAM vs AFRM
+8.5%
+10.9%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +5.0% | -5.7% | -1.1% |
| 7D | -12.4% | +3.1% | -15.5% | -12.6% |
| 30D | -20.4% | +1.1% | -21.6% | -20.4% |
| 3M | -30.3% | -3.2% | -27.1% | -30.1% |
| 6M | -18.8% | +12.7% | -31.5% | -19.1% |
| YTD | -1.5% | +1.6% | -3.1% | +3.0% |
| 1Y | +19.4% | +5.9% | +13.5% | +22.7% |
| All | +19.4% | +8.5% | +10.9% | +22.7% |
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