+63.8%
AMZN vs AFRM
-25.1%
+88.9%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.2% | +1.9% | 0.0% |
| 7D | +7.9% | -7.3% | +15.2% | +9.3% |
| 30D | -0.2% | -9.6% | +9.3% | +1.3% |
| 3M | -4.8% | -11.1% | +6.3% | -3.3% |
| 6M | -5.7% | +3.9% | -9.6% | -7.3% |
| YTD | +12.3% | -8.5% | +20.8% | +12.0% |
| 1Y | +6.7% | +3.3% | +3.4% | +3.7% |
| 3Y | +85.6% | +213.7% | -128.2% | +35.5% |
| 5Y | +47.4% | -58.5% | +105.9% | +12.1% |
| All | +63.8% | -25.1% | +88.9% | +17.6% |
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