-64.3%
FISV vs AFRM
-20.8%
-43.6%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -5.5% | +1.1% | -2.8% |
| 7D | -6.4% | -8.0% | +1.6% | -4.2% |
| 30D | -6.8% | -9.8% | +2.9% | -4.2% |
| 3M | -10.0% | +4.7% | -14.6% | -12.0% |
| 6M | -20.6% | +34.1% | -54.8% | -29.6% |
| YTD | -27.6% | -8.4% | -19.1% | -28.3% |
| 1Y | -64.3% | -22.9% | -41.4% | -64.3% |
| All | -64.3% | -20.8% | -43.6% | -64.3% |
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