+1.8%
CMCSA vs AFRM
+8.5%
-6.7%
-33.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | +5.0% | 0.0% | +4.6% |
| 7D | +15.2% | +3.1% | +12.1% | +14.9% |
| 30D | +17.0% | +1.1% | +15.9% | +16.7% |
| 3M | +1.2% | -3.2% | +4.5% | +1.1% |
| 6M | -5.5% | +12.7% | -18.2% | -6.4% |
| YTD | -6.5% | +1.6% | -8.1% | -7.5% |
| 1Y | +1.8% | +5.9% | -4.0% | -0.9% |
| All | +1.8% | +8.5% | -6.7% | -0.9% |
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