+204.2%
EQT vs AFRM
-38.8%
+243.1%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.2% | +0.8% | +0.6% |
| 7D | -1.2% | -8.5% | +7.3% | -0.3% |
| 30D | +1.1% | -11.4% | +12.4% | +2.2% |
| 3M | +4.8% | +8.2% | -3.5% | +3.5% |
| 6M | -10.6% | +36.6% | -47.2% | -14.3% |
| YTD | +3.4% | -8.7% | +12.1% | +3.0% |
| 1Y | +8.7% | -19.9% | +28.6% | +9.1% |
| 3Y | +35.0% | +202.6% | -167.6% | +11.2% |
| 5Y | +204.2% | -45.0% | +249.3% | +152.4% |
| All | +204.2% | -38.8% | +243.1% | +152.4% |
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