+115.4%
AMD vs AFRM
-16.7%
+132.1%
-37.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | -1.1% | -7.6% | -8.5% |
| 7D | +18.9% | -4.4% | +23.3% | +20.3% |
| 30D | -6.4% | -7.7% | +1.2% | -4.0% |
| 3M | +10.6% | -16.9% | +27.4% | +15.9% |
| 6M | +19.9% | +2.5% | +17.4% | +19.3% |
| YTD | +149.4% | -12.5% | +161.9% | +146.2% |
| 1Y | +115.4% | -11.0% | +126.4% | +114.5% |
| All | +115.4% | -16.7% | +132.1% | +114.5% |
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