-41.3%
CORZ vs AFRM
+8.5%
-49.9%
-57.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.4% | +5.0% | -15.4% | -11.9% |
| 7D | -14.9% | +3.1% | -18.0% | -15.9% |
| 30D | -23.1% | +1.1% | -24.3% | -23.3% |
| 3M | -44.1% | -3.2% | -40.8% | -43.8% |
| 6M | -39.5% | +12.7% | -52.2% | -42.5% |
| YTD | -12.4% | +1.6% | -13.9% | -18.0% |
| 1Y | -41.3% | +5.9% | -47.2% | -45.5% |
| All | -41.3% | +8.5% | -49.9% | -45.5% |
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