+8.9%
CRCL vs AFRM
+30.2%
-21.4%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +5.1% | -4.8% | -2.4% |
| 7D | -11.2% | -1.3% | -10.0% | -10.7% |
| 30D | +27.1% | -2.7% | +29.8% | +28.1% |
| 3M | +9.6% | +7.4% | +2.2% | +3.3% |
| 6M | -19.7% | +40.7% | -60.3% | -35.0% |
| YTD | +14.2% | -4.0% | +18.3% | +12.4% |
| 1Y | -32.2% | -12.2% | -20.0% | -30.6% |
| All | +8.9% | +30.2% | -21.4% | -11.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling