+71.6%
FITB vs AFRM
-23.1%
+94.7%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.6% | +2.4% | +0.2% |
| 7D | +0.6% | -7.0% | +7.6% | +1.5% |
| 30D | -4.7% | -7.8% | +3.1% | -3.9% |
| 3M | +6.7% | +5.3% | +1.4% | +5.4% |
| 6M | +12.6% | +42.6% | -30.1% | +6.2% |
| YTD | +19.1% | -2.8% | +21.9% | +17.9% |
| 1Y | +22.6% | -19.3% | +41.9% | +23.5% |
| 3Y | +127.1% | +231.0% | -103.8% | +80.0% |
| All | +71.6% | -23.1% | +94.7% | +31.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling