+36.7%
EQIX vs AFRM
-20.8%
+57.4%
-13.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -5.5% | +5.6% | +0.1% |
| 7D | +2.3% | -8.0% | +10.4% | +2.2% |
| 30D | +0.4% | -9.8% | +10.2% | +0.3% |
| 3M | -1.1% | +4.7% | -5.8% | -1.0% |
| 6M | +11.5% | +34.1% | -22.7% | +12.4% |
| YTD | +38.2% | -8.4% | +46.7% | +40.4% |
| 1Y | +36.7% | -22.9% | +59.6% | +37.3% |
| All | +36.7% | -20.8% | +57.4% | +37.3% |
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 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