+298.8%
CRWD vs AFRM
-27.4%
+326.3%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -3.1% | +1.8% | -0.5% |
| 7D | -7.7% | -8.4% | +0.6% | -5.6% |
| 30D | -17.9% | -18.3% | +0.4% | -13.8% |
| 3M | +0.3% | -12.7% | +13.0% | +2.8% |
| 6M | +71.1% | +3.0% | +68.1% | +67.6% |
| YTD | +92.6% | -11.4% | +104.0% | +93.8% |
| 1Y | +62.0% | -13.3% | +75.3% | +63.1% |
| 3Y | +360.0% | +194.0% | +166.0% | +202.9% |
| 5Y | +220.7% | -50.6% | +271.3% | +139.8% |
| All | +298.8% | -27.4% | +326.3% | +170.3% |
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