-3.2%
ALB vs AFRM
-10.2%
+7.0%
-57.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.1% | 0.0% | -0.1% |
| 7D | +9.5% | -7.5% | +17.0% | +10.3% |
| 30D | -2.1% | -15.7% | +13.6% | -0.4% |
| 3M | -24.1% | -9.6% | -14.5% | -23.5% |
| 6M | -51.0% | +6.3% | -57.3% | -51.8% |
| YTD | -29.3% | -8.6% | -20.7% | -30.1% |
| All | -3.2% | -10.2% | +7.0% | -2.4% |
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