+211.9%
CRWD vs AFRM
-57.5%
+269.3%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | -0.1% | +5.5% | +5.4% |
| 7D | -5.5% | -7.5% | +2.1% | -3.4% |
| 30D | -16.9% | -15.7% | -1.2% | -13.1% |
| 3M | +6.6% | -9.6% | +16.2% | +8.6% |
| 6M | +73.2% | +6.3% | +67.0% | +67.8% |
| YTD | +95.1% | -8.6% | +103.6% | +94.5% |
| 1Y | +69.4% | -7.6% | +77.0% | +67.6% |
| 3Y | +379.3% | +173.7% | +205.7% | +201.5% |
| 5Y | +211.9% | -56.9% | +268.7% | +174.2% |
| All | +211.9% | -57.5% | +269.3% | +174.2% |
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