+18.3%
DIS vs AFRM
+12.6%
+5.7%
-13.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +5.0% | -0.9% | +3.6% |
| 7D | +9.1% | +3.1% | +6.0% | +8.7% |
| 30D | +14.8% | +1.1% | +13.7% | +14.4% |
| 3M | +21.2% | -3.2% | +24.4% | +20.8% |
| 6M | +18.3% | +12.7% | +5.6% | +16.7% |
| All | +18.3% | +12.6% | +5.7% | +16.7% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling