+142.5%
EBAY vs AFRM
-25.4%
+167.9%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +2.9% | -3.5% | -1.0% |
| 7D | -2.0% | -10.3% | +8.3% | -0.7% |
| 30D | +7.0% | -13.7% | +20.7% | +8.8% |
| 3M | +16.1% | -11.6% | +27.6% | +17.4% |
| 6M | +14.1% | +2.1% | +12.0% | +12.9% |
| YTD | +42.1% | -8.9% | +51.0% | +41.6% |
| 1Y | +42.4% | -9.7% | +52.1% | +41.7% |
| 3Y | +223.5% | +202.5% | +21.1% | +157.0% |
| 5Y | +82.8% | -55.3% | +138.1% | +50.6% |
| All | +142.5% | -25.4% | +167.9% | +89.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling