-26.3%
APH vs AFRM
-15.0%
-11.3%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -47.8% | -2.8% | -45.0% | -47.1% |
| 7D | -48.7% | -6.6% | -42.1% | -47.7% |
| 30D | -51.9% | -7.8% | -44.1% | -50.9% |
| 3M | -43.6% | +5.3% | -48.9% | -44.1% |
| 6M | -37.5% | +42.6% | -80.2% | -41.9% |
| YTD | -38.6% | -2.8% | -35.8% | -40.3% |
| 1Y | -26.3% | -19.3% | -7.0% | -28.1% |
| All | -26.3% | -15.0% | -11.3% | -28.1% |
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