+11.7%
CRCL vs AFRM
+24.2%
-12.5%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -5.5% | +2.1% | -0.4% |
| 7D | +4.9% | -8.0% | +12.9% | +9.6% |
| 30D | +38.7% | -9.8% | +48.5% | +45.6% |
| 3M | +14.7% | +4.7% | +10.0% | +9.6% |
| 6M | -16.9% | +34.1% | -51.0% | -31.1% |
| YTD | +17.3% | -8.4% | +25.7% | +18.3% |
| 1Y | -21.2% | -22.9% | +1.7% | -14.3% |
| All | +11.7% | +24.2% | -12.5% | -6.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling