+44.8%
CVS vs AFRM
-25.4%
+70.2%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +2.9% | -2.3% | +0.5% |
| 7D | +12.0% | -10.3% | +22.2% | +12.2% |
| 30D | +2.8% | -13.7% | +16.5% | +3.0% |
| 3M | -3.6% | -11.6% | +8.0% | -3.5% |
| 6M | -1.6% | +2.1% | -3.7% | -1.9% |
| YTD | +16.3% | -8.9% | +25.1% | +16.1% |
| 1Y | +15.5% | -9.7% | +25.2% | +15.3% |
| 3Y | +48.1% | +202.5% | -154.3% | +40.9% |
| 5Y | +12.3% | -55.3% | +67.6% | +3.5% |
| All | +44.8% | -25.4% | +70.2% | +34.8% |
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 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