+420.3%
AMD vs AFRM
-20.4%
+440.7%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -2.6% | +7.3% | +5.3% |
| 7D | +2.6% | -7.0% | +9.5% | +4.1% |
| 30D | -0.9% | -7.8% | +6.9% | +0.6% |
| 3M | -8.7% | +5.3% | -14.0% | -10.1% |
| 6M | +136.3% | +42.6% | +93.7% | +115.0% |
| YTD | +123.0% | -2.8% | +125.8% | +119.8% |
| 1Y | +195.2% | -19.3% | +214.5% | +201.6% |
| 3Y | +336.3% | +231.0% | +105.4% | +184.7% |
| 5Y | +334.5% | -22.2% | +356.7% | +213.9% |
| All | +420.3% | -20.4% | +440.7% | +269.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling