+26.3%
CDNS vs AFRM
+195.9%
-169.6%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -2.9% | +4.2% | +1.8% |
| 7D | +7.0% | -5.5% | +12.5% | +8.1% |
| 30D | -0.3% | -15.5% | +15.2% | +2.7% |
| 3M | +3.2% | -10.3% | +13.5% | +4.7% |
| 6M | -6.9% | +0.6% | -7.5% | -7.8% |
| YTD | +6.6% | -11.5% | +18.2% | +6.8% |
| 1Y | +5.6% | -16.6% | +22.2% | +6.6% |
| All | +26.3% | +195.9% | -169.6% | +10.7% |
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 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