+8.6%
FOXA vs AFRM
-15.0%
+23.6%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -2.6% | -0.8% | -3.2% |
| 7D | -4.0% | -7.0% | +3.0% | -3.6% |
| 30D | +12.0% | -7.8% | +19.8% | +12.4% |
| 3M | +0.3% | +5.3% | -5.1% | -0.1% |
| 6M | +12.5% | +42.6% | -30.2% | +8.8% |
| YTD | -9.6% | -2.8% | -6.8% | -11.8% |
| 1Y | +8.6% | -19.3% | +27.9% | +5.8% |
| All | +8.6% | -15.0% | +23.6% | +5.8% |
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