+42.6%
BBY vs AFRM
-11.9%
+54.5%
-29.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +2.9% | -1.8% | +0.4% |
| 7D | +3.7% | -10.3% | +14.0% | +6.1% |
| 30D | +20.9% | -13.7% | +34.6% | +24.3% |
| 3M | +27.6% | -11.6% | +39.2% | +30.0% |
| 6M | +86.9% | +2.1% | +84.8% | +84.8% |
| YTD | +63.3% | -8.9% | +72.2% | +65.1% |
| 1Y | +42.6% | -9.7% | +52.3% | +45.1% |
| All | +42.6% | -11.9% | +54.5% | +45.1% |
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