+34.5%
BBY vs AFRM
+8.5%
+26.0%
-29.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.0% | +5.0% | +2.9% | +6.9% |
| 7D | +4.5% | +3.1% | +1.4% | +3.9% |
| 30D | +16.0% | +1.1% | +14.9% | +15.4% |
| 3M | +18.6% | -3.2% | +21.9% | +18.6% |
| 6M | +80.1% | +12.7% | +67.4% | +74.4% |
| YTD | +57.4% | +1.6% | +55.9% | +54.9% |
| 1Y | +34.5% | +5.9% | +28.7% | +31.1% |
| All | +34.5% | +8.5% | +26.0% | +31.1% |
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