+143.3%
DELL vs AFRM
+8.5%
+134.8%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | +5.0% | -13.9% | -9.8% |
| 7D | -24.6% | +3.1% | -27.7% | -25.1% |
| 30D | -32.5% | +1.1% | -33.6% | -32.5% |
| 3M | -20.2% | -3.2% | -17.0% | -20.0% |
| 6M | +76.5% | +12.7% | +63.8% | +73.5% |
| YTD | +198.9% | +1.6% | +197.4% | +201.5% |
| 1Y | +143.3% | +5.9% | +137.5% | +141.7% |
| All | +143.3% | +8.5% | +134.8% | +141.7% |
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