+39.6%
ALNY vs AFRM
-21.7%
+61.4%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.4% | -1.9% | -2.2% |
| 7D | +5.7% | +3.1% | +2.6% | +5.3% |
| 30D | +18.7% | -4.2% | +22.9% | +19.3% |
| 3M | -11.0% | +10.1% | -21.1% | -12.7% |
| 6M | -18.9% | +39.4% | -58.3% | -23.6% |
| YTD | -34.6% | -3.2% | -31.4% | -35.3% |
| 1Y | -42.8% | -16.1% | -26.8% | -42.8% |
| 3Y | +29.1% | +220.8% | -191.7% | -2.1% |
| 5Y | +39.6% | -17.7% | +57.3% | +2.3% |
| All | +39.6% | -21.7% | +61.4% | +2.3% |
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 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