+18.9%
EXPE vs AFRM
-4.3%
+23.1%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -2.2% | -2.6% | -3.8% |
| 7D | -9.3% | -7.3% | -2.0% | -5.6% |
| 30D | +0.1% | -9.6% | +9.7% | +4.9% |
| 3M | -15.3% | -11.1% | -4.3% | -11.3% |
| 6M | +5.5% | +3.9% | +1.6% | +1.9% |
| YTD | -8.0% | -8.5% | +0.5% | -7.5% |
| 1Y | +18.9% | +3.3% | +15.6% | +9.6% |
| All | +18.9% | -4.3% | +23.1% | +9.6% |
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 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