+1,659.2%
BE vs AFRM
+167.0%
+1,492.2%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -3.1% | -1.3% | -3.2% |
| 7D | -13.4% | -8.4% | -5.0% | -10.2% |
| 30D | -33.9% | -18.3% | -15.6% | -28.3% |
| 3M | -12.0% | -12.7% | +0.7% | -7.9% |
| 6M | -29.0% | +3.0% | -32.0% | -29.9% |
| YTD | +113.4% | -11.4% | +124.8% | +118.2% |
| 1Y | +33.2% | -13.3% | +46.5% | +37.3% |
| 3Y | +1,659.2% | +194.0% | +1,465.2% | +791.8% |
| All | +1,659.2% | +167.0% | +1,492.2% | +791.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling