-49.1%
CHTR vs AFRM
-24.3%
-24.8%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.1% | -5.5% | -2.7% | -7.2% |
| 7D | -15.8% | -8.0% | -7.8% | -14.5% |
| 30D | -12.7% | -9.8% | -2.9% | -11.1% |
| 3M | -1.1% | +4.7% | -5.8% | -1.3% |
| 6M | -39.9% | +34.1% | -74.0% | -41.5% |
| YTD | -35.9% | -8.4% | -27.4% | -35.6% |
| All | -49.1% | -24.3% | -24.8% | -50.1% |
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