+37.0%
CHYM vs AFRM
-15.0%
+52.0%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -2.6% | +3.0% | +1.9% |
| 7D | +1.7% | -7.0% | +8.6% | +5.9% |
| 30D | +30.2% | -7.8% | +38.0% | +35.8% |
| 3M | +85.9% | +5.3% | +80.6% | +77.6% |
| 6M | +49.9% | +42.6% | +7.3% | +16.8% |
| YTD | +34.1% | -2.8% | +36.9% | +28.3% |
| 1Y | +37.0% | -19.3% | +56.3% | +36.2% |
| All | +37.0% | -15.0% | +52.0% | +36.2% |
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