+491.3%
BE vs AFRM
-55.6%
+546.9%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -2.9% | -0.7% | -2.5% |
| 7D | +20.5% | -5.5% | +26.0% | +23.2% |
| 30D | -23.4% | -15.5% | -7.9% | -18.0% |
| 3M | -14.9% | -10.3% | -4.6% | -11.7% |
| 6M | -28.1% | +0.6% | -28.7% | -28.5% |
| YTD | +132.4% | -11.5% | +143.9% | +138.4% |
| 1Y | +59.4% | -16.6% | +76.0% | +67.0% |
| 3Y | +1,815.8% | +193.5% | +1,622.3% | +996.5% |
| 5Y | +491.3% | -55.8% | +547.1% | +402.1% |
| All | +491.3% | -55.6% | +546.9% | +402.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling