-41.3%
ALNY vs AFRM
-15.0%
-26.3%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -2.6% | +3.2% | +0.9% |
| 7D | +12.2% | -7.0% | +19.2% | +13.1% |
| 30D | +16.3% | -7.8% | +24.1% | +17.2% |
| 3M | -12.4% | +5.3% | -17.7% | -13.3% |
| 6M | -18.7% | +42.6% | -61.3% | -24.2% |
| YTD | -33.1% | -2.8% | -30.3% | -34.6% |
| 1Y | -41.3% | -19.3% | -22.0% | -41.6% |
| All | -41.3% | -15.0% | -26.3% | -41.6% |
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