+53.3%
DIA vs AFRM
-58.9%
+112.2%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.2% | +1.8% | -0.2% |
| 7D | -0.9% | -7.3% | +6.3% | -0.3% |
| 30D | +0.3% | -9.6% | +9.8% | +1.0% |
| 3M | -4.5% | -11.1% | +6.6% | -3.8% |
| 6M | +3.4% | +3.9% | -0.5% | +2.5% |
| YTD | +7.8% | -8.5% | +16.3% | +7.4% |
| 1Y | +10.7% | +3.3% | +7.5% | +9.1% |
| 3Y | +57.5% | +213.7% | -156.2% | +36.0% |
| All | +53.3% | -58.9% | +112.2% | +35.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling