+57.8%
AMD vs AFRM
-0.6%
+58.4%
-37.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -17.3% | -7.8% | -9.4% | -15.0% |
| 7D | -28.6% | -6.9% | -21.7% | -26.8% |
| 30D | -37.7% | -7.0% | -30.8% | -36.2% |
| 3M | -16.1% | -11.2% | -4.9% | -13.5% |
| 6M | +13.8% | +4.3% | +9.6% | +11.7% |
| YTD | +88.8% | -6.4% | +95.2% | +86.4% |
| 1Y | +57.8% | -2.6% | +60.4% | +52.7% |
| All | +57.8% | -0.6% | +58.4% | +52.7% |
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