+29.7%
EOG vs AFRM
-20.8%
+50.4%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -5.5% | +6.6% | +0.4% |
| 7D | -1.3% | -8.0% | +6.7% | -2.4% |
| 30D | +3.4% | -9.8% | +13.2% | +2.2% |
| 3M | +7.8% | +4.7% | +3.2% | +8.6% |
| 6M | +13.4% | +34.1% | -20.8% | +16.9% |
| YTD | +43.5% | -8.4% | +51.9% | +45.7% |
| 1Y | +29.7% | -22.9% | +52.6% | +29.5% |
| All | +29.7% | -20.8% | +50.4% | +29.5% |
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 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