+54.3%
DOCN vs AFRM
-0.6%
+55.0%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.9% | -7.8% | -8.0% | -14.4% |
| 7D | -29.3% | -6.9% | -22.4% | -28.2% |
| 30D | -46.0% | -7.0% | -39.1% | -45.0% |
| 3M | -43.2% | -11.2% | -32.0% | -41.8% |
| 6M | -53.7% | +4.3% | -58.0% | -54.0% |
| YTD | +46.9% | -6.4% | +53.3% | +49.4% |
| 1Y | +54.3% | -2.6% | +56.9% | +56.2% |
| All | +54.3% | -0.6% | +55.0% | +56.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling