+33.3%
AMAT vs AFRM
-0.6%
+33.9%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.6% | -7.8% | -5.7% | -12.0% |
| 7D | -24.3% | -6.9% | -17.4% | -23.0% |
| 30D | -39.8% | -7.0% | -32.8% | -38.8% |
| 3M | -40.2% | -11.2% | -29.0% | -38.9% |
| 6M | -22.1% | +4.3% | -26.4% | -23.6% |
| YTD | +24.7% | -6.4% | +31.1% | +24.6% |
| 1Y | +33.3% | -2.6% | +35.9% | +32.3% |
| All | +33.3% | -0.6% | +33.9% | +32.3% |
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