+357.1%
GH vs AFRM
+232.3%
+124.8%
-54.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.6% | +2.9% | +0.8% |
| 7D | -0.1% | -7.0% | +6.9% | +1.3% |
| 30D | -1.1% | -7.8% | +6.7% | +0.2% |
| 3M | +21.3% | +5.3% | +16.0% | +19.1% |
| 6M | +73.5% | +42.6% | +30.9% | +59.1% |
| YTD | +58.0% | -2.8% | +60.8% | +55.7% |
| 1Y | +163.1% | -19.3% | +182.4% | +165.9% |
| All | +357.1% | +232.3% | +124.8% | +203.6% |
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