+47.9%
DE vs AFRM
-15.0%
+62.9%
-19.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.6% | +2.5% | -0.1% |
| 7D | +10.0% | -7.0% | +17.0% | +10.0% |
| 30D | +13.3% | -7.8% | +21.1% | +13.3% |
| 3M | +17.5% | +5.3% | +12.2% | +17.4% |
| 6M | +13.6% | +42.6% | -29.1% | +13.0% |
| YTD | +49.8% | -2.8% | +52.6% | +48.7% |
| 1Y | +47.9% | -19.3% | +67.2% | +47.1% |
| All | +47.9% | -15.0% | +62.9% | +47.1% |
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