-12.8%
BKNG vs AFRM
-15.0%
+2.3%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.6% | +1.7% | -0.3% |
| 7D | -6.0% | -7.0% | +1.0% | -4.5% |
| 30D | -6.6% | -7.8% | +1.2% | -5.0% |
| 3M | +15.7% | +5.3% | +10.4% | +13.7% |
| 6M | +14.1% | +42.6% | -28.5% | +4.2% |
| YTD | -9.3% | -2.8% | -6.5% | -13.6% |
| 1Y | -12.8% | -19.3% | +6.5% | -16.4% |
| All | -12.8% | -15.0% | +2.3% | -16.4% |
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