+314.3%
ATI vs AFRM
+203.8%
+110.5%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -2.2% | +6.7% | +4.8% |
| 7D | +6.2% | -7.3% | +13.5% | +7.4% |
| 30D | -7.1% | -9.6% | +2.5% | -5.7% |
| 3M | -21.3% | -11.1% | -10.3% | -20.2% |
| 6M | +6.5% | +3.9% | +2.6% | +4.8% |
| YTD | +53.2% | -8.5% | +61.7% | +52.2% |
| 1Y | +82.7% | +3.3% | +79.5% | +77.3% |
| 3Y | +314.3% | +213.7% | +100.6% | +267.0% |
| All | +314.3% | +203.8% | +110.5% | +267.0% |
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