+38.9%
AMC vs AFRM
-16.7%
+55.6%
-61.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -1.1% | -1.6% | -2.3% |
| 7D | +3.5% | -4.4% | +7.9% | +5.2% |
| 30D | +12.5% | -7.7% | +20.1% | +16.4% |
| 3M | +23.6% | -16.9% | +40.4% | +31.9% |
| 6M | +144.4% | +2.5% | +141.9% | +136.6% |
| YTD | +108.3% | -12.5% | +120.9% | +90.7% |
| 1Y | +38.9% | -11.0% | +49.9% | +30.2% |
| All | +38.9% | -16.7% | +55.6% | +30.2% |
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