+126.0%
FITB vs AFRM
+203.8%
-77.8%
-29.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -2.2% | +1.5% | -0.4% |
| 7D | -1.5% | -7.3% | +5.8% | -0.4% |
| 30D | +5.8% | -9.6% | +15.4% | +7.3% |
| 3M | -6.1% | -11.1% | +5.0% | -4.9% |
| 6M | +5.9% | +3.9% | +2.1% | +4.1% |
| YTD | +16.1% | -8.5% | +24.6% | +15.2% |
| 1Y | +28.8% | +3.3% | +25.6% | +24.8% |
| 3Y | +126.0% | +213.7% | -87.7% | +77.6% |
| All | +126.0% | +203.8% | -77.8% | +77.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling