+67.8%
EQIX vs AFRM
-20.4%
+88.2%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.6% | +2.2% | -0.2% |
| 7D | -0.8% | -7.0% | +6.2% | -0.2% |
| 30D | -1.4% | -7.8% | +6.4% | -0.8% |
| 3M | -4.4% | +5.3% | -9.7% | -5.2% |
| 6M | +7.9% | +42.6% | -34.7% | +3.7% |
| YTD | +37.3% | -2.8% | +40.1% | +36.1% |
| 1Y | +37.8% | -19.3% | +57.1% | +38.3% |
| 3Y | +42.0% | +231.0% | -189.0% | +17.5% |
| 5Y | +29.6% | -22.2% | +51.9% | +6.0% |
| All | +67.8% | -20.4% | +88.2% | +37.8% |
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 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