+50.4%
AMZN vs AFRM
-56.8%
+107.2%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.1% | +0.8% | -0.1% |
| 7D | +2.8% | -4.4% | +7.2% | +3.7% |
| 30D | +5.0% | -7.7% | +12.6% | +6.5% |
| 3M | +0.6% | -16.9% | +17.4% | +3.8% |
| 6M | -1.3% | +2.5% | -3.8% | -2.9% |
| YTD | +15.5% | -12.5% | +28.0% | +16.1% |
| 1Y | +12.2% | -11.0% | +23.3% | +12.1% |
| 3Y | +87.0% | +184.6% | -97.6% | +31.0% |
| All | +50.4% | -56.8% | +107.2% | +17.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling