+43.6%
AMGN vs AFRM
-20.8%
+64.4%
-16.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -5.5% | +5.0% | -0.4% |
| 7D | -11.6% | -8.0% | -3.6% | -11.5% |
| 30D | -5.7% | -9.8% | +4.1% | -5.5% |
| 3M | +14.2% | +4.7% | +9.5% | +14.0% |
| 6M | +5.2% | +34.1% | -28.9% | +3.7% |
| YTD | +22.0% | -8.4% | +30.4% | +22.9% |
| 1Y | +43.6% | -22.9% | +66.6% | +44.7% |
| All | +43.6% | -20.8% | +64.4% | +44.7% |
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