+8.1%
GE vs AFRM
-10.2%
+18.4%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | -0.1% | +3.9% | +3.8% |
| 7D | +6.3% | -7.5% | +13.8% | +7.6% |
| 30D | +8.9% | -15.7% | +24.6% | +11.6% |
| 3M | -9.2% | -9.6% | +0.4% | -8.1% |
| 6M | +13.2% | +6.3% | +7.0% | +11.5% |
| YTD | +9.4% | -8.6% | +18.0% | +7.4% |
| All | +8.1% | -10.2% | +18.4% | +7.8% |
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