-35.9%
BABA vs AFRM
-10.2%
-25.7%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -0.1% | -3.6% | -3.7% |
| 7D | +3.8% | -7.5% | +11.4% | +4.3% |
| 30D | -5.4% | -15.7% | +10.3% | -4.4% |
| 3M | -17.9% | -9.6% | -8.3% | -17.6% |
| 6M | -24.1% | +6.3% | -30.4% | -24.7% |
| YTD | -27.4% | -8.6% | -18.8% | -32.1% |
| All | -35.9% | -10.2% | -25.7% | -40.3% |
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