+48.7%
EWY vs AFRM
-13.0%
+61.7%
-39.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -3.1% | +1.0% | -1.1% |
| 7D | -10.2% | -8.4% | -1.9% | -7.5% |
| 30D | -21.5% | -18.3% | -3.2% | -16.5% |
| 3M | -14.7% | -12.7% | -2.0% | -11.7% |
| 6M | -26.8% | +3.0% | -29.9% | -27.5% |
| YTD | +43.2% | -11.4% | +54.6% | +38.5% |
| 1Y | +48.7% | -13.3% | +62.1% | +45.8% |
| All | +48.7% | -13.0% | +61.7% | +45.8% |
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 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