+440.6%
ASX vs AFRM
-23.4%
+463.9%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -20.8% | -7.8% | -12.9% | -19.5% |
| 7D | -33.3% | -6.9% | -26.4% | -32.4% |
| 30D | -36.5% | -7.0% | -29.5% | -35.7% |
| 3M | -19.2% | -11.2% | -8.0% | -17.9% |
| 6M | -10.2% | +4.3% | -14.5% | -11.1% |
| YTD | +86.5% | -6.4% | +92.9% | +86.0% |
| 1Y | +89.6% | -2.6% | +92.2% | +87.3% |
| 3Y | +298.6% | +210.6% | +88.0% | +206.7% |
| 5Y | +414.3% | -57.6% | +471.8% | +333.7% |
| All | +440.6% | -23.4% | +463.9% | +316.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling