-6.9%
CHYM vs AFRM
+9.6%
-16.5%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.9% | -5.5% | +12.4% | +9.9% |
| 7D | +3.4% | -8.0% | +11.4% | +7.9% |
| 30D | +12.0% | -9.8% | +21.8% | +17.8% |
| 3M | +102.4% | +4.7% | +97.7% | +94.0% |
| 6M | +52.7% | +34.1% | +18.5% | +24.8% |
| YTD | +37.3% | -8.4% | +45.7% | +35.9% |
| 1Y | +42.2% | -22.9% | +65.1% | +49.6% |
| All | -6.9% | +9.6% | -16.5% | -16.1% |
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 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