+29.5%
EOG vs AFRM
+203.8%
-174.3%
-23.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -2.2% | +3.8% | +1.6% |
| 7D | -11.1% | -7.3% | -3.8% | -11.0% |
| 30D | +2.7% | -9.6% | +12.3% | +2.9% |
| 3M | +8.8% | -11.1% | +19.8% | +9.0% |
| 6M | +10.8% | +3.9% | +6.9% | +9.9% |
| YTD | +44.6% | -8.5% | +53.1% | +44.3% |
| 1Y | +44.6% | +3.3% | +41.3% | +42.6% |
| 3Y | +29.5% | +213.7% | -184.2% | +13.3% |
| All | +29.5% | +203.8% | -174.3% | +13.3% |
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