+2,835.0%
AXTI vs AFRM
+221.8%
+2,613.2%
-78.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.8% | -0.4% | +13.2% | +12.9% |
| 7D | +24.0% | +3.1% | +20.9% | +23.0% |
| 30D | -21.5% | -4.2% | -17.3% | -21.2% |
| 3M | -23.4% | +10.1% | -33.5% | -25.9% |
| 6M | +114.9% | +39.4% | +75.5% | +95.1% |
| YTD | +325.4% | -3.2% | +328.6% | +317.2% |
| 1Y | +2,136.7% | -16.1% | +2,152.7% | +2,166.8% |
| 3Y | +2,835.0% | +220.8% | +2,614.2% | +1,850.9% |
| All | +2,835.0% | +221.8% | +2,613.2% | +1,850.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling