-41.5%
BROS vs AFRM
-13.2%
-28.3%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -2.9% | -0.8% | -2.7% |
| 7D | -2.5% | -5.5% | +3.0% | -0.6% |
| 30D | -11.2% | -15.5% | +4.2% | -6.2% |
| 3M | -33.9% | -10.3% | -23.6% | -31.7% |
| 6M | -33.5% | +0.6% | -34.1% | -34.3% |
| YTD | -44.9% | -11.5% | -33.4% | -45.6% |
| 1Y | -41.5% | -16.6% | -24.9% | -39.1% |
| All | -41.5% | -13.2% | -28.3% | -39.1% |
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 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