+142.8%
AMC vs AFRM
+12.6%
+130.2%
-39.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +5.0% | +2.3% | +5.9% |
| 7D | +17.7% | +3.1% | +14.6% | +16.7% |
| 30D | +26.2% | +1.1% | +25.0% | +25.7% |
| 3M | +31.3% | -3.2% | +34.6% | +32.3% |
| 6M | +142.8% | +12.7% | +130.1% | +132.9% |
| All | +142.8% | +12.6% | +130.2% | +132.9% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling