-37.7%
CHTR vs AFRM
-13.2%
-24.5%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -2.9% | +0.3% | -2.1% |
| 7D | +5.4% | -5.5% | +10.9% | +6.5% |
| 30D | +24.0% | -15.5% | +39.5% | +27.6% |
| 3M | -11.7% | -10.3% | -1.4% | -10.3% |
| 6M | -10.3% | +0.6% | -10.9% | -10.4% |
| YTD | -36.5% | -11.5% | -24.9% | -35.9% |
| 1Y | -37.7% | -16.6% | -21.1% | -35.3% |
| All | -37.7% | -13.2% | -24.5% | -35.3% |
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 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