+60.1%
DIA vs AFRM
+204.9%
-144.8%
-16.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +2.9% | -2.3% | +0.2% |
| 7D | -1.6% | -10.3% | +8.6% | -0.6% |
| 30D | +1.3% | -13.7% | +15.0% | +2.6% |
| 3M | -2.1% | -11.6% | +9.5% | -1.2% |
| 6M | +6.2% | +2.1% | +4.1% | +5.4% |
| YTD | +10.3% | -8.9% | +19.2% | +9.9% |
| 1Y | +11.0% | -9.7% | +20.7% | +10.5% |
| All | +60.1% | +204.9% | -144.8% | +42.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling