+570.3%
GH vs AFRM
+192.6%
+377.7%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.1% | -0.9% | -1.8% |
| 7D | +0.6% | -4.4% | +5.0% | +1.5% |
| 30D | -6.9% | -7.7% | +0.7% | -5.4% |
| 3M | -4.9% | -16.9% | +12.0% | -1.8% |
| 6M | +54.1% | +2.5% | +51.6% | +51.4% |
| YTD | +48.5% | -12.5% | +61.0% | +48.9% |
| 1Y | +61.2% | -11.0% | +72.2% | +60.4% |
| 3Y | +570.3% | +184.6% | +385.8% | +357.7% |
| All | +570.3% | +192.6% | +377.7% | +357.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling