+86.1%
ARM vs AFRM
-15.0%
+101.1%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -2.6% | +6.5% | +4.7% |
| 7D | +5.5% | -7.0% | +12.4% | +7.6% |
| 30D | -8.2% | -7.8% | -0.4% | -6.3% |
| 3M | -35.9% | +5.3% | -41.2% | -37.3% |
| 6M | +103.1% | +42.6% | +60.5% | +82.4% |
| YTD | +130.6% | -2.8% | +133.4% | +122.0% |
| 1Y | +86.1% | -19.3% | +105.4% | +84.5% |
| All | +86.1% | -15.0% | +101.1% | +84.5% |
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