+901.1%
ATI vs AFRM
-58.9%
+960.0%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -2.2% | +6.7% | +4.7% |
| 7D | +6.2% | -7.3% | +13.5% | +7.2% |
| 30D | -7.1% | -9.6% | +2.5% | -6.0% |
| 3M | -21.3% | -11.1% | -10.3% | -20.4% |
| 6M | +6.5% | +3.9% | +2.6% | +5.1% |
| YTD | +53.2% | -8.5% | +61.7% | +52.5% |
| 1Y | +82.7% | +3.3% | +79.5% | +78.5% |
| 3Y | +314.3% | +213.7% | +100.6% | +236.6% |
| All | +901.1% | -58.9% | +960.0% | +721.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling