+45.9%
BE vs AFRM
-14.4%
+60.3%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -3.1% | -1.3% | -2.8% |
| 7D | -13.4% | -8.4% | -5.0% | -9.1% |
| 30D | -33.9% | -18.3% | -15.6% | -26.7% |
| 3M | -12.0% | -12.7% | +0.7% | -6.7% |
| 6M | -29.0% | +3.0% | -32.0% | -30.2% |
| YTD | +113.4% | -11.4% | +124.8% | +112.7% |
| All | +45.9% | -14.4% | +60.3% | +50.7% |
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 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