+44.2%
DE vs AFRM
-20.8%
+64.9%
-19.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -5.5% | +4.9% | -0.5% |
| 7D | -3.0% | -8.0% | +5.0% | -3.0% |
| 30D | +11.1% | -9.8% | +20.9% | +11.1% |
| 3M | +17.6% | +4.7% | +12.9% | +17.5% |
| 6M | +13.6% | +34.1% | -20.5% | +12.9% |
| YTD | +46.3% | -8.4% | +54.7% | +45.3% |
| 1Y | +44.2% | -22.9% | +67.1% | +43.9% |
| All | +44.2% | -20.8% | +64.9% | +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