-61.5%
DOCS vs AFRM
-15.0%
-46.5%
-76.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -2.6% | -0.1% | -2.3% |
| 7D | -1.4% | -7.0% | +5.5% | -0.2% |
| 30D | +21.8% | -7.8% | +29.6% | +23.4% |
| 3M | +27.3% | +5.3% | +22.0% | +25.7% |
| 6M | -0.3% | +42.6% | -43.0% | -8.0% |
| YTD | -40.5% | -2.8% | -37.7% | -42.8% |
| 1Y | -61.5% | -19.3% | -42.2% | -61.6% |
| All | -61.5% | -15.0% | -46.5% | -61.6% |
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