+160.3%
EQT vs AFRM
-56.8%
+217.0%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.1% | +2.0% | +1.0% |
| 7D | +6.9% | -4.4% | +11.3% | +7.4% |
| 30D | +0.4% | -7.7% | +8.1% | +1.1% |
| 3M | -2.0% | -16.9% | +14.8% | -0.5% |
| 6M | -5.0% | +2.5% | -7.5% | -6.1% |
| YTD | -0.3% | -12.5% | +12.2% | -0.6% |
| 1Y | -11.3% | -11.0% | -0.3% | -11.9% |
| 3Y | +38.3% | +184.6% | -146.2% | +14.1% |
| All | +160.3% | -56.8% | +217.0% | +127.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling