+21.4%
BBY vs AFRM
-24.5%
+45.9%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.2% | +0.3% | +0.1% |
| 7D | +0.7% | -8.5% | +9.2% | +2.2% |
| 30D | +5.8% | -11.4% | +17.1% | +7.8% |
| 3M | +18.0% | +8.2% | +9.8% | +16.0% |
| 6M | +39.8% | +36.6% | +3.2% | +32.5% |
| YTD | +35.4% | -8.7% | +44.0% | +35.7% |
| 1Y | +21.4% | -19.9% | +41.3% | +18.0% |
| All | +21.4% | -24.5% | +45.9% | +18.0% |
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