+36.3%
BABA vs AFRM
+203.8%
-167.5%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -2.2% | +3.5% | +1.5% |
| 7D | +11.6% | -7.3% | +18.9% | +12.4% |
| 30D | +2.3% | -9.6% | +11.9% | +3.2% |
| 3M | -13.7% | -11.1% | -2.6% | -13.0% |
| 6M | -21.9% | +3.9% | -25.8% | -22.8% |
| YTD | -24.6% | -8.5% | -16.2% | -25.2% |
| 1Y | -34.1% | +3.3% | -37.4% | -35.7% |
| 3Y | +36.3% | +213.7% | -177.5% | +16.7% |
| All | +36.3% | +203.8% | -167.5% | +16.7% |
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 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