+436.5%
AXTI vs AFRM
-20.4%
+456.9%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.7% | -2.6% | +12.3% | +10.3% |
| 7D | +5.1% | -7.0% | +12.1% | +6.7% |
| 30D | -10.2% | -7.8% | -2.4% | -9.2% |
| 3M | -41.8% | +5.3% | -47.2% | -42.9% |
| 6M | +57.5% | +42.6% | +14.9% | +43.0% |
| YTD | +277.0% | -2.8% | +279.8% | +268.2% |
| 1Y | +1,982.4% | -19.3% | +2,001.7% | +2,015.7% |
| 3Y | +2,234.8% | +231.0% | +2,003.9% | +1,470.1% |
| 5Y | +528.3% | -22.2% | +550.6% | +368.9% |
| All | +436.5% | -20.4% | +456.9% | +299.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling