-42.9%
CORZ vs AFRM
-4.3%
-38.6%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -2.2% | +5.6% | +4.0% |
| 7D | -11.2% | -7.3% | -3.9% | -9.3% |
| 30D | -26.2% | -9.6% | -16.7% | -23.8% |
| 3M | -44.1% | -11.1% | -33.1% | -42.4% |
| 6M | -52.3% | +3.9% | -56.1% | -53.3% |
| YTD | -19.2% | -8.5% | -10.7% | -22.3% |
| 1Y | -42.9% | +3.3% | -46.1% | -46.2% |
| All | -42.9% | -4.3% | -38.6% | -46.2% |
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