+761.7%
ANET vs AFRM
-38.8%
+800.5%
-50.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.2% | -1.8% | -2.0% |
| 7D | -1.3% | -8.5% | +7.2% | +0.3% |
| 30D | -4.5% | -11.4% | +6.9% | -2.7% |
| 3M | +24.5% | +8.2% | +16.3% | +21.9% |
| 6M | +35.4% | +36.6% | -1.2% | +26.3% |
| YTD | +44.2% | -8.7% | +52.9% | +44.1% |
| 1Y | +25.4% | -19.9% | +45.3% | +27.2% |
| 3Y | +284.8% | +202.6% | +82.2% | +186.7% |
| 5Y | +761.7% | -45.0% | +806.7% | +607.4% |
| All | +761.7% | -38.8% | +800.5% | +607.4% |
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 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