-30.6%
COIN vs AFRM
-38.8%
+8.2%
-90.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.2% | -1.2% | -1.3% |
| 7D | -10.6% | -8.5% | -2.1% | -6.1% |
| 30D | +16.0% | -11.4% | +27.3% | +23.4% |
| 3M | +11.9% | +8.2% | +3.6% | +5.6% |
| 6M | -12.3% | +36.6% | -48.9% | -27.7% |
| YTD | -23.8% | -8.7% | -15.2% | -22.1% |
| 1Y | -45.4% | -19.9% | -25.5% | -40.9% |
| 3Y | +109.9% | +202.6% | -92.7% | -15.6% |
| 5Y | -30.6% | -45.0% | +14.4% | -57.6% |
| All | -30.6% | -38.8% | +8.2% | -57.6% |
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