-22.5%
DIS vs AFRM
-56.8%
+34.2%
-50.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.1% | +1.7% | +0.8% |
| 7D | +1.9% | -4.4% | +6.3% | +2.6% |
| 30D | +9.2% | -7.7% | +16.8% | +10.4% |
| 3M | +13.5% | -16.9% | +30.4% | +16.3% |
| 6M | +14.3% | +2.5% | +11.8% | +12.6% |
| YTD | +5.4% | -12.5% | +17.9% | +5.4% |
| 1Y | +12.2% | -11.0% | +23.2% | +11.6% |
| 3Y | +37.2% | +184.6% | -147.4% | +3.5% |
| All | -22.5% | -56.8% | +34.2% | -39.1% |
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 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