+31.4%
CL vs AFRM
-0.6%
+32.0%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -7.8% | +7.8% | -0.2% |
| 7D | +5.9% | -6.9% | +12.9% | +5.8% |
| 30D | +13.8% | -7.0% | +20.7% | +13.6% |
| 3M | +6.4% | -11.2% | +17.6% | +6.1% |
| 6M | +15.6% | +4.3% | +11.4% | +16.2% |
| YTD | +27.9% | -6.4% | +34.3% | +27.1% |
| 1Y | +31.4% | -2.6% | +34.0% | +30.8% |
| All | +31.4% | -0.6% | +32.0% | +30.8% |
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