+234.5%
GOOG vs AFRM
-25.4%
+259.8%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +2.9% | -0.9% | +1.6% |
| 7D | +1.2% | -10.3% | +11.4% | +2.6% |
| 30D | -16.7% | -13.7% | -3.0% | -15.3% |
| 3M | -15.2% | -11.6% | -3.7% | -14.2% |
| 6M | -24.8% | +2.1% | -26.9% | -25.5% |
| YTD | -7.2% | -8.9% | +1.7% | -7.5% |
| 1Y | -0.1% | -9.7% | +9.6% | -0.5% |
| 3Y | +118.8% | +202.5% | -83.6% | +74.1% |
| 5Y | +99.9% | -55.3% | +155.2% | +58.8% |
| All | +234.5% | -25.4% | +259.8% | +162.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling