+10.3%
ARM vs AFRM
-4.3%
+14.6%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -2.2% | +7.0% | +5.4% |
| 7D | -15.2% | -7.3% | -7.9% | -13.2% |
| 30D | -40.7% | -9.6% | -31.1% | -38.9% |
| 3M | -39.1% | -11.1% | -28.0% | -37.3% |
| 6M | -26.4% | +3.9% | -30.3% | -27.7% |
| YTD | +59.7% | -8.5% | +68.2% | +52.8% |
| 1Y | +10.3% | +3.3% | +7.1% | +4.2% |
| All | +10.3% | -4.3% | +14.6% | +4.2% |
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