+47.0%
DOW vs AFRM
-10.2%
+57.2%
-34.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.1% | -1.3% | -1.4% |
| 7D | -9.4% | -7.5% | -1.9% | -9.9% |
| 30D | +8.9% | -15.7% | +24.6% | +7.7% |
| 3M | +6.7% | -9.6% | +16.3% | +6.2% |
| 6M | -14.2% | +6.3% | -20.5% | -13.6% |
| YTD | +36.9% | -8.6% | +45.5% | +44.5% |
| All | +47.0% | -10.2% | +57.2% | +57.8% |
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