+186.8%
CIEN vs AFRM
-17.6%
+204.4%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2025-09-08 to 2026-09-08.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -0.4% | +6.7% | +6.4% |
| 7D | -5.3% | +3.1% | -8.3% | -5.6% |
| 30D | -17.2% | -4.2% | -13.0% | -17.1% |
| 3M | -26.9% | +10.1% | -37.0% | -27.6% |
| 6M | +16.0% | +39.4% | -23.4% | +11.9% |
| YTD | +45.9% | -3.2% | +49.1% | +47.8% |
| 1Y | +186.8% | -16.1% | +202.9% | +197.2% |
| All | +186.8% | -17.6% | +204.4% | +197.2% |
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 2025-09-08 to 2026-09-08: 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…
2025-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling