+6.5%
FIX vs AFRM
-4.3%
+10.7%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | -2.2% | +7.7% | +5.9% |
| 7D | -17.5% | -7.3% | -10.2% | -16.1% |
| 30D | -41.6% | -9.6% | -32.0% | -40.3% |
| 3M | -40.6% | -11.1% | -29.5% | -39.5% |
| 6M | -49.4% | +3.9% | -53.2% | -50.6% |
| YTD | +9.2% | -8.5% | +17.7% | +7.5% |
| 1Y | +6.5% | +3.3% | +3.2% | +0.4% |
| All | +6.5% | -4.3% | +10.7% | +0.4% |
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