-3.7%
FISV vs AFRM
+8.5%
-12.3%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +5.0% | +1.2% | +5.1% |
| 7D | +29.6% | +3.1% | +26.6% | +28.7% |
| 30D | +34.5% | +1.1% | +33.4% | +33.7% |
| 3M | +11.2% | -3.2% | +14.5% | +11.3% |
| 6M | -1.2% | +12.7% | -13.9% | -5.1% |
| YTD | -7.6% | +1.6% | -9.2% | -12.6% |
| 1Y | -3.7% | +5.9% | -9.6% | -9.2% |
| All | -3.7% | +8.5% | -12.3% | -9.2% |
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