+6.6%
DHR vs AFRM
-13.2%
+19.8%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -2.9% | +1.6% | -0.9% |
| 7D | +2.6% | -5.5% | +8.1% | +3.4% |
| 30D | +4.2% | -15.5% | +19.7% | +6.4% |
| 3M | +13.0% | -10.3% | +23.3% | +14.2% |
| 6M | +40.2% | +0.6% | +39.5% | +39.0% |
| YTD | +2.0% | -11.5% | +13.6% | -0.3% |
| 1Y | +6.6% | -16.6% | +23.2% | +5.7% |
| All | +6.6% | -13.2% | +19.8% | +5.7% |
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