+94.2%
APA vs AFRM
-4.3%
+98.4%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -2.2% | +4.9% | +2.2% |
| 7D | -15.5% | -7.3% | -8.2% | -16.6% |
| 30D | +2.4% | -9.6% | +11.9% | +0.9% |
| 3M | +22.8% | -11.1% | +33.9% | +21.0% |
| 6M | +17.9% | +3.9% | +14.1% | +20.7% |
| YTD | +87.7% | -8.5% | +96.2% | +92.9% |
| 1Y | +94.2% | +3.3% | +90.9% | +102.0% |
| All | +94.2% | -4.3% | +98.4% | +102.0% |
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