-25.3%
CRCL vs AFRM
+18.7%
-44.0%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -1.1% | -1.4% | -1.9% |
| 7D | -8.4% | -4.4% | -4.0% | -6.0% |
| 30D | -21.8% | -7.7% | -14.2% | -18.0% |
| 3M | -17.5% | -16.9% | -0.6% | -9.2% |
| 6M | -50.9% | +2.5% | -53.3% | -52.3% |
| YTD | -21.6% | -12.5% | -9.0% | -18.6% |
| 1Y | -24.5% | -11.0% | -13.4% | -22.7% |
| All | -25.3% | +18.7% | -44.0% | -35.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling