+278.9%
AXTI vs AFRM
-27.6%
+306.5%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.3% | -2.9% | -4.4% | -6.6% |
| 7D | +18.6% | -5.5% | +24.1% | +20.3% |
| 30D | -32.6% | -15.5% | -17.2% | -29.8% |
| 3M | -44.5% | -10.3% | -34.2% | -43.4% |
| 6M | -64.6% | +0.6% | -65.2% | -65.1% |
| YTD | +166.3% | -11.5% | +177.8% | +165.8% |
| 1Y | +296.5% | -16.6% | +313.1% | +299.4% |
| 3Y | +2,099.0% | +193.5% | +1,905.5% | +1,443.4% |
| 5Y | +377.9% | -55.8% | +433.7% | +308.4% |
| All | +278.9% | -27.6% | +306.5% | +188.7% |
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