+49.1%
BAX vs AFRM
-10.2%
+59.3%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -0.1% | +2.5% | +2.4% |
| 7D | +9.0% | -7.5% | +16.6% | +10.9% |
| 30D | +8.5% | -15.7% | +24.2% | +12.3% |
| 3M | -4.1% | -9.6% | +5.5% | -2.6% |
| 6M | +46.9% | +6.3% | +40.7% | +43.2% |
| YTD | +38.4% | -8.6% | +47.0% | +33.4% |
| All | +49.1% | -10.2% | +59.3% | +47.6% |
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