+272.3%
ALAB vs AFRM
+94.1%
+178.1%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.8% | +2.9% | +3.9% | +5.6% |
| 7D | +3.4% | -10.3% | +13.7% | +8.9% |
| 30D | -28.8% | -13.7% | -15.0% | -23.8% |
| 3M | -26.0% | -11.6% | -14.4% | -22.8% |
| 6M | +11.4% | +2.1% | +9.3% | +9.3% |
| YTD | +38.8% | -8.9% | +47.7% | +39.6% |
| 1Y | +37.8% | -9.7% | +47.5% | +38.7% |
| All | +272.3% | +94.1% | +178.1% | +149.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling