+11.4%
B vs AFRM
-11.9%
+23.3%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +2.9% | -4.5% | -2.3% |
| 7D | -2.7% | -10.3% | +7.6% | -0.2% |
| 30D | -4.3% | -13.7% | +9.4% | -1.2% |
| 3M | -2.3% | -11.6% | +9.3% | 0.0% |
| 6M | -16.2% | +2.1% | -18.3% | -16.9% |
| YTD | -8.8% | -8.9% | 0.0% | -8.7% |
| 1Y | +11.4% | -9.7% | +21.1% | +14.4% |
| All | +11.4% | -11.9% | +23.3% | +14.4% |
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