+63.9%
CSCO vs AFRM
-15.0%
+79.0%
-16.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.6% | +3.2% | +0.8% |
| 7D | -0.7% | -7.0% | +6.3% | +0.1% |
| 30D | -10.1% | -7.8% | -2.3% | -9.4% |
| 3M | -15.7% | +5.3% | -21.0% | -16.8% |
| 6M | +36.3% | +42.6% | -6.4% | +28.7% |
| YTD | +43.8% | -2.8% | +46.6% | +39.2% |
| 1Y | +63.9% | -19.3% | +83.2% | +58.8% |
| All | +63.9% | -15.0% | +79.0% | +58.8% |
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