-55.8%
CSGP vs AFRM
-11.9%
-43.8%
-61.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +2.9% | -3.1% | -0.9% |
| 7D | -7.1% | -10.3% | +3.2% | -4.7% |
| 30D | +3.6% | -13.7% | +17.4% | +6.9% |
| 3M | -2.7% | -11.6% | +8.8% | -0.5% |
| 6M | -8.0% | +2.1% | -10.1% | -10.0% |
| YTD | -55.0% | -8.9% | -46.1% | -56.9% |
| 1Y | -55.8% | -9.7% | -46.0% | -57.3% |
| All | -55.8% | -11.9% | -43.8% | -57.3% |
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 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