+59.4%
BE vs AFRM
-13.2%
+72.6%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -2.9% | -0.7% | -2.1% |
| 7D | +20.5% | -5.5% | +26.0% | +24.2% |
| 30D | -23.4% | -15.5% | -7.9% | -16.1% |
| 3M | -14.9% | -10.3% | -4.6% | -10.5% |
| 6M | -28.1% | +0.6% | -28.7% | -28.6% |
| YTD | +132.4% | -11.5% | +143.9% | +133.2% |
| 1Y | +59.4% | -16.6% | +76.0% | +72.7% |
| All | +59.4% | -13.2% | +72.6% | +72.7% |
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