+110.5%
CNC vs AFRM
+8.5%
+102.0%
-32.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.6% | +5.0% | +7.6% | +12.4% |
| 7D | +13.4% | +3.1% | +10.3% | +13.2% |
| 30D | +18.2% | +1.1% | +17.1% | +18.0% |
| 3M | +18.6% | -3.2% | +21.9% | +18.5% |
| 6M | +41.9% | +12.7% | +29.2% | +41.9% |
| YTD | +84.7% | +1.6% | +83.2% | +85.0% |
| 1Y | +110.5% | +5.9% | +104.6% | +112.4% |
| All | +110.5% | +8.5% | +102.0% | +112.4% |
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