+60.7%
COP vs AFRM
+8.5%
+52.1%
-22.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | +5.0% | -10.2% | -4.4% |
| 7D | -8.1% | +3.1% | -11.2% | -7.6% |
| 30D | +6.7% | +1.1% | +5.5% | +7.2% |
| 3M | +16.9% | -3.2% | +20.1% | +17.0% |
| 6M | +11.2% | +12.7% | -1.5% | +14.4% |
| YTD | +49.5% | +1.6% | +48.0% | +57.4% |
| 1Y | +60.7% | +5.9% | +54.8% | +70.4% |
| All | +60.7% | +8.5% | +52.1% | +70.4% |
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