+5.4%
CLSK vs AFRM
-21.7%
+27.1%
-92.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -0.4% | +6.6% | +6.4% |
| 7D | +21.9% | +3.1% | +18.8% | +20.0% |
| 30D | +9.6% | -4.2% | +13.8% | +10.7% |
| 3M | -18.4% | +10.1% | -28.5% | -23.3% |
| 6M | +46.4% | +39.4% | +6.9% | +21.5% |
| YTD | +33.2% | -3.2% | +36.4% | +30.2% |
| 1Y | +47.0% | -16.1% | +63.1% | +52.6% |
| 3Y | +206.4% | +220.8% | -14.4% | +47.8% |
| 5Y | +5.4% | -17.7% | +23.1% | -30.8% |
| All | +5.4% | -21.7% | +27.1% | -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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling