-56.4%
FICO vs AFRM
+8.5%
-64.9%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +5.0% | -8.3% | -4.1% |
| 7D | +0.4% | +3.1% | -2.7% | -0.2% |
| 30D | +1.7% | +1.1% | +0.5% | +1.0% |
| 3M | -33.0% | -3.2% | -29.8% | -33.0% |
| 6M | -33.9% | +12.7% | -46.6% | -36.2% |
| YTD | -58.5% | +1.6% | -60.1% | -61.0% |
| 1Y | -56.4% | +5.9% | -62.2% | -59.0% |
| All | -56.4% | +8.5% | -64.9% | -59.0% |
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