+33.8%
DIS vs AFRM
+232.3%
-198.6%
-32.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -2.6% | +0.9% | -1.4% |
| 7D | -2.6% | -7.0% | +4.4% | -1.6% |
| 30D | +3.5% | -7.8% | +11.3% | +4.6% |
| 3M | +6.8% | +5.3% | +1.5% | +5.5% |
| 6M | +3.0% | +42.6% | -39.7% | -3.2% |
| YTD | -6.7% | -2.8% | -3.9% | -7.7% |
| 1Y | -10.1% | -19.3% | +9.2% | -9.3% |
| All | +33.8% | +232.3% | -198.6% | +1.1% |
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