-6.7%
AVGO vs AFRM
-13.0%
+6.3%
-39.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -3.1% | +7.0% | +4.6% |
| 7D | 0.0% | -8.4% | +8.3% | +2.0% |
| 30D | -8.2% | -18.3% | +10.1% | -4.2% |
| 3M | -21.3% | -12.7% | -8.6% | -19.3% |
| 6M | -22.5% | +3.0% | -25.6% | -24.3% |
| YTD | -3.6% | -11.4% | +7.8% | -3.5% |
| 1Y | -6.7% | -13.3% | +6.6% | -4.5% |
| All | -6.7% | -13.0% | +6.3% | -4.5% |
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