+4.1%
CI vs AFRM
+210.7%
-206.6%
-32.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -7.8% | +6.6% | -1.3% |
| 7D | +1.0% | -6.9% | +8.0% | +1.0% |
| 30D | +9.9% | -7.0% | +16.9% | +9.9% |
| 3M | +12.1% | -11.2% | +23.3% | +12.1% |
| 6M | +10.6% | +4.3% | +6.3% | +10.6% |
| YTD | +11.4% | -6.4% | +17.8% | +11.3% |
| 1Y | +18.8% | -2.6% | +21.4% | +18.6% |
| All | +4.1% | +210.7% | -206.6% | +8.0% |
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