+22.8%
CB vs AFRM
-15.0%
+37.8%
-9.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -2.6% | +0.7% | -2.0% |
| 7D | +0.5% | -7.0% | +7.4% | +0.2% |
| 30D | -3.1% | -7.8% | +4.7% | -3.4% |
| 3M | +9.0% | +5.3% | +3.6% | +9.5% |
| 6M | +2.9% | +42.6% | -39.8% | +4.0% |
| YTD | +10.1% | -2.8% | +12.9% | +10.4% |
| 1Y | +22.8% | -19.3% | +42.1% | +19.7% |
| All | +22.8% | -15.0% | +37.8% | +19.7% |
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