+299.6%
ASX vs AFRM
+210.7%
+88.9%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -20.8% | -7.8% | -12.9% | -19.5% |
| 7D | -33.3% | -6.9% | -26.4% | -32.3% |
| 30D | -36.5% | -7.0% | -29.5% | -35.6% |
| 3M | -19.2% | -11.2% | -8.0% | -17.8% |
| 6M | -10.2% | +4.3% | -14.5% | -11.0% |
| YTD | +86.5% | -6.4% | +92.9% | +85.9% |
| 1Y | +89.6% | -2.6% | +92.2% | +87.4% |
| All | +299.6% | +210.7% | +88.9% | +255.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling