+2.8%
CNC vs AFRM
-21.7%
+24.5%
-74.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -0.4% | -3.3% | -3.7% |
| 7D | -1.0% | +3.1% | -4.1% | -1.1% |
| 30D | -1.8% | -4.2% | +2.4% | -1.7% |
| 3M | -0.7% | +10.1% | -10.8% | -1.0% |
| 6M | +47.9% | +39.4% | +8.5% | +46.4% |
| YTD | +56.9% | -3.2% | +60.1% | +56.6% |
| 1Y | +123.9% | -16.1% | +140.0% | +123.9% |
| 3Y | -1.3% | +220.8% | -222.1% | -7.0% |
| 5Y | +2.8% | -17.7% | +20.4% | -4.0% |
| All | +2.8% | -21.7% | +24.5% | -4.0% |
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