+475.3%
ASX vs AFRM
-25.1%
+500.4%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | -2.2% | +8.7% | +6.8% |
| 7D | -19.9% | -7.3% | -12.6% | -18.8% |
| 30D | -30.9% | -9.6% | -21.3% | -29.7% |
| 3M | -15.1% | -11.1% | -4.0% | -13.8% |
| 6M | -6.5% | +3.9% | -10.3% | -7.3% |
| YTD | +98.4% | -8.5% | +106.9% | +98.7% |
| 1Y | +107.9% | +3.3% | +104.6% | +103.6% |
| 3Y | +325.3% | +213.7% | +111.6% | +226.7% |
| 5Y | +447.3% | -58.5% | +505.8% | +363.0% |
| All | +475.3% | -25.1% | +500.4% | +344.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling