+159.9%
DELL vs AFRM
-16.7%
+176.7%
-46.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.2% | -1.1% | -6.1% | -6.9% |
| 7D | +4.9% | -4.4% | +9.3% | +6.1% |
| 30D | -32.1% | -7.7% | -24.4% | -30.7% |
| 3M | -30.2% | -16.9% | -13.4% | -27.4% |
| 6M | +41.7% | +2.5% | +39.2% | +44.2% |
| YTD | +176.6% | -12.5% | +189.1% | +192.5% |
| 1Y | +159.9% | -11.0% | +171.0% | +175.8% |
| All | +159.9% | -16.7% | +176.7% | +175.8% |
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 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