+367.2%
ATI vs AFRM
+232.3%
+134.8%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -2.6% | +5.6% | +3.4% |
| 7D | -0.1% | -7.0% | +6.9% | +1.1% |
| 30D | +2.7% | -7.8% | +10.5% | +3.8% |
| 3M | +16.3% | +5.3% | +11.0% | +14.6% |
| 6M | +30.2% | +42.6% | -12.5% | +21.2% |
| YTD | +83.6% | -2.8% | +86.4% | +80.9% |
| 1Y | +173.0% | -19.3% | +192.3% | +175.4% |
| All | +367.2% | +232.3% | +134.8% | +227.8% |
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