-56.5%
AUR vs AFRM
-55.6%
-0.9%
-93.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -2.9% | -2.5% | -4.1% |
| 7D | +7.9% | -5.5% | +13.4% | +10.7% |
| 30D | -18.5% | -15.5% | -3.1% | -12.5% |
| 3M | -36.7% | -10.3% | -26.4% | -34.2% |
| 6M | -39.8% | +0.6% | -40.4% | -41.3% |
| YTD | +13.3% | -11.5% | +24.8% | +15.0% |
| 1Y | +2.8% | -16.6% | +19.4% | +6.6% |
| 3Y | +139.7% | +193.5% | -53.9% | +23.1% |
| 5Y | -56.5% | -55.8% | -0.7% | -63.2% |
| All | -56.5% | -55.6% | -0.9% | -63.2% |
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