-47.0%
GPN vs AFRM
-22.6%
-24.4%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -5.5% | +2.8% | -1.8% |
| 7D | -6.2% | -8.0% | +1.8% | -5.0% |
| 30D | +1.0% | -9.8% | +10.8% | +2.6% |
| 3M | +36.9% | +4.7% | +32.2% | +35.6% |
| 6M | +16.8% | +34.1% | -17.3% | +11.1% |
| YTD | +13.2% | -8.4% | +21.7% | +13.6% |
| 1Y | +1.4% | -22.9% | +24.4% | +3.6% |
| 3Y | -28.6% | +203.3% | -231.9% | -43.5% |
| 5Y | -47.0% | -26.0% | -21.0% | -59.9% |
| All | -47.0% | -22.6% | -24.4% | -59.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling