+311.9%
ATI vs AFRM
+192.6%
+119.3%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -1.1% | -2.6% | -3.5% |
| 7D | +4.2% | -4.4% | +8.6% | +4.9% |
| 30D | -2.5% | -7.7% | +5.1% | -1.3% |
| 3M | -19.4% | -16.9% | -2.6% | -17.3% |
| 6M | +11.1% | +2.5% | +8.6% | +9.5% |
| YTD | +59.5% | -12.5% | +72.1% | +59.6% |
| 1Y | +85.8% | -11.0% | +96.8% | +84.8% |
| 3Y | +311.9% | +184.6% | +127.3% | +245.9% |
| All | +311.9% | +192.6% | +119.3% | +245.9% |
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 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