+101.8%
APA vs AFRM
-16.7%
+118.5%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.1% | +2.7% | +1.4% |
| 7D | +8.5% | -4.4% | +12.9% | +7.6% |
| 30D | +2.8% | -7.7% | +10.4% | +1.5% |
| 3M | +21.7% | -16.9% | +38.6% | +18.2% |
| 6M | +32.6% | +2.5% | +30.1% | +35.2% |
| YTD | +103.7% | -12.5% | +116.2% | +107.6% |
| 1Y | +101.8% | -11.0% | +112.8% | +113.9% |
| All | +101.8% | -16.7% | +118.5% | +113.9% |
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