+47.5%
FITB vs AFRM
-56.8%
+104.3%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.1% | +2.2% | +1.3% |
| 7D | +2.8% | -4.4% | +7.2% | +3.4% |
| 30D | +9.8% | -7.7% | +17.4% | +10.9% |
| 3M | -5.2% | -16.9% | +11.7% | -3.1% |
| 6M | +17.3% | +2.5% | +14.8% | +15.7% |
| YTD | +19.3% | -12.5% | +31.8% | +19.3% |
| 1Y | +32.7% | -11.0% | +43.7% | +32.1% |
| 3Y | +141.6% | +184.6% | -43.0% | +92.5% |
| All | +47.5% | -56.8% | +104.3% | +13.9% |
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