+8.9%
DOCS vs AFRM
+232.3%
-223.4%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -2.6% | -0.1% | -2.2% |
| 7D | -1.4% | -7.0% | +5.5% | +0.1% |
| 30D | +21.8% | -7.8% | +29.6% | +23.8% |
| 3M | +27.3% | +5.3% | +22.0% | +25.1% |
| 6M | -0.3% | +42.6% | -43.0% | -9.6% |
| YTD | -40.5% | -2.8% | -37.7% | -41.3% |
| 1Y | -61.5% | -19.3% | -42.2% | -61.0% |
| All | +8.9% | +232.3% | -223.4% | -17.6% |
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 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