-47.3%
ALNY vs AFRM
-24.5%
-22.8%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -0.2% | -3.8% | -4.0% |
| 7D | -6.4% | -8.5% | +2.1% | -5.5% |
| 30D | +11.9% | -11.4% | +23.3% | +13.2% |
| 3M | -15.0% | +8.2% | -23.3% | -16.2% |
| 6M | -23.2% | +36.6% | -59.8% | -27.9% |
| YTD | -37.8% | -8.7% | -29.1% | -38.8% |
| 1Y | -47.3% | -19.9% | -27.4% | -48.3% |
| All | -47.3% | -24.5% | -22.8% | -48.3% |
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