-9.0%
AUR vs AFRM
+8.5%
-17.6%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | +5.0% | -9.5% | -6.5% |
| 7D | -19.8% | +3.1% | -22.9% | -21.1% |
| 30D | -29.0% | +1.1% | -30.2% | -29.5% |
| 3M | -43.6% | -3.2% | -40.3% | -43.2% |
| 6M | -36.6% | +12.7% | -49.3% | -40.3% |
| YTD | +6.3% | +1.6% | +4.7% | +1.9% |
| 1Y | -9.0% | +5.9% | -14.9% | -13.8% |
| All | -9.0% | +8.5% | -17.6% | -13.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling