+39.1%
BKNG vs AFRM
+195.1%
-156.0%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -5.5% | +1.6% | -3.0% |
| 7D | -13.1% | -8.0% | -5.1% | -12.0% |
| 30D | -18.5% | -9.8% | -8.7% | -17.3% |
| 3M | +5.8% | +4.7% | +1.1% | +4.8% |
| 6M | -2.1% | +34.1% | -36.2% | -6.9% |
| YTD | -18.6% | -8.4% | -10.2% | -18.8% |
| 1Y | -21.7% | -22.9% | +1.3% | -20.6% |
| All | +39.1% | +195.1% | -156.0% | +15.3% |
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