+342.0%
DINO vs AFRM
-25.1%
+367.0%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.2% | +1.6% | -0.5% |
| 7D | -15.5% | -7.3% | -8.2% | -15.1% |
| 30D | -16.0% | -9.6% | -6.4% | -15.5% |
| 3M | +17.9% | -11.1% | +29.0% | +18.5% |
| 6M | +38.5% | +3.9% | +34.7% | +37.2% |
| YTD | +115.8% | -8.5% | +124.3% | +114.8% |
| 1Y | +87.1% | +3.3% | +83.9% | +84.1% |
| 3Y | +96.5% | +213.7% | -117.2% | +74.7% |
| 5Y | +249.9% | -58.5% | +308.4% | +215.3% |
| All | +342.0% | -25.1% | +367.0% | +284.5% |
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