+339.6%
DELL vs AFRM
-17.6%
+357.2%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.4% | +2.2% | +1.9% |
| 7D | +25.6% | +3.1% | +22.6% | +25.1% |
| 30D | +17.7% | -4.2% | +21.9% | +18.3% |
| 3M | +33.4% | +10.1% | +23.3% | +31.9% |
| 6M | +266.2% | +39.4% | +226.8% | +250.9% |
| YTD | +328.0% | -3.2% | +331.2% | +332.5% |
| 1Y | +339.6% | -16.1% | +355.6% | +348.7% |
| All | +339.6% | -17.6% | +357.2% | +348.7% |
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