+379.4%
DINO vs AFRM
-20.4%
+399.8%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.6% | +1.9% | -0.5% |
| 7D | +5.7% | -7.0% | +12.7% | +6.2% |
| 30D | +27.8% | -7.8% | +35.6% | +28.4% |
| 3M | +45.6% | +5.3% | +40.3% | +44.6% |
| 6M | +88.5% | +42.6% | +45.8% | +82.4% |
| YTD | +134.1% | -2.8% | +136.9% | +132.5% |
| 1Y | +111.1% | -19.3% | +130.4% | +111.7% |
| 3Y | +109.1% | +231.0% | -121.9% | +85.0% |
| 5Y | +307.2% | -22.2% | +329.4% | +258.0% |
| All | +379.4% | -20.4% | +399.8% | +316.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling