-2.6%
AMC vs AFRM
-15.0%
+12.4%
-69.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -2.6% | +7.0% | +5.2% |
| 7D | +2.3% | -7.0% | +9.3% | +4.5% |
| 30D | -0.7% | -7.8% | +7.1% | +1.6% |
| 3M | +35.2% | +5.3% | +29.9% | +30.8% |
| 6M | +124.6% | +42.6% | +81.9% | +97.3% |
| YTD | +69.9% | -2.8% | +72.7% | +56.6% |
| 1Y | -2.6% | -19.3% | +16.7% | -1.5% |
| All | -2.6% | -15.0% | +12.4% | -1.5% |
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