+216.7%
CRWD vs AFRM
-21.7%
+238.5%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.4% | -1.1% | -1.3% |
| 7D | -2.3% | +3.1% | -5.4% | -3.3% |
| 30D | -2.1% | -4.2% | +2.2% | -1.3% |
| 3M | +27.5% | +10.1% | +17.4% | +23.5% |
| 6M | +95.8% | +39.4% | +56.4% | +76.6% |
| YTD | +79.2% | -3.2% | +82.4% | +77.1% |
| 1Y | +96.3% | -16.1% | +112.3% | +98.7% |
| 3Y | +399.8% | +220.8% | +179.0% | +204.7% |
| 5Y | +216.7% | -17.7% | +234.4% | +122.1% |
| All | +216.7% | -21.7% | +238.5% | +122.1% |
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