+47.4%
DAL vs AFRM
-0.6%
+48.0%
-22.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -7.8% | +3.5% | -2.0% |
| 7D | +4.6% | -6.9% | +11.5% | +6.8% |
| 30D | +2.3% | -7.0% | +9.3% | +4.4% |
| 3M | -8.1% | -11.2% | +3.1% | -5.4% |
| 6M | +21.4% | +4.3% | +17.2% | +18.6% |
| YTD | +24.3% | -6.4% | +30.7% | +22.3% |
| 1Y | +47.4% | -2.6% | +50.0% | +43.9% |
| All | +47.4% | -0.6% | +48.0% | +43.9% |
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