+7.1%
CRM vs AFRM
-15.0%
+22.2%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -2.6% | +0.7% | -1.4% |
| 7D | +1.3% | -7.0% | +8.2% | +2.6% |
| 30D | +34.3% | -7.8% | +42.1% | +36.3% |
| 3M | +37.7% | +5.3% | +32.4% | +35.6% |
| 6M | +34.9% | +42.6% | -7.7% | +24.9% |
| YTD | -1.6% | -2.8% | +1.1% | -2.9% |
| 1Y | +7.1% | -19.3% | +26.4% | +7.9% |
| All | +7.1% | -15.0% | +22.2% | +7.9% |
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 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