-6.7%
AXP vs AFRM
+8.5%
-15.2%
-23.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +5.0% | -2.9% | +1.0% |
| 7D | +4.6% | +3.1% | +1.5% | +3.8% |
| 30D | +9.7% | +1.1% | +8.6% | +9.1% |
| 3M | -3.8% | -3.2% | -0.5% | -3.7% |
| 6M | +4.8% | +12.7% | -7.9% | +0.3% |
| YTD | -9.1% | +1.6% | -10.6% | -13.8% |
| 1Y | -6.7% | +5.9% | -12.6% | -12.1% |
| All | -6.7% | +8.5% | -15.2% | -12.1% |
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