+244.7%
EQT vs AFRM
-20.4%
+265.1%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -2.6% | +1.8% | -0.6% |
| 7D | +1.1% | -7.0% | +8.1% | +1.7% |
| 30D | +7.7% | -7.8% | +15.5% | +8.4% |
| 3M | +0.2% | +5.3% | -5.1% | -0.7% |
| 6M | -9.5% | +42.6% | -52.1% | -13.2% |
| YTD | +3.8% | -2.8% | +6.6% | +2.8% |
| 1Y | +7.8% | -19.3% | +27.1% | +8.1% |
| 3Y | +30.1% | +231.0% | -200.8% | +8.7% |
| 5Y | +188.6% | -22.2% | +210.8% | +137.5% |
| All | +244.7% | -20.4% | +265.1% | +174.6% |
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