+67.6%
DUK vs AFRM
+192.6%
-125.1%
-13.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.1% | +2.4% | +1.3% |
| 7D | +1.9% | -4.4% | +6.3% | +1.9% |
| 30D | +8.9% | -7.7% | +16.5% | +8.8% |
| 3M | +5.6% | -16.9% | +22.4% | +5.3% |
| 6M | +7.0% | +2.5% | +4.5% | +7.2% |
| YTD | +14.0% | -12.5% | +26.6% | +14.2% |
| 1Y | +9.1% | -11.0% | +20.1% | +9.3% |
| 3Y | +67.6% | +184.6% | -117.0% | +66.8% |
| All | +67.6% | +192.6% | -125.1% | +66.8% |
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 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