-2.5%
HAL vs AFRM
+232.3%
-234.8%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.6% | +2.0% | -0.3% |
| 7D | +2.9% | -7.0% | +9.9% | +3.6% |
| 30D | +17.0% | -7.8% | +24.8% | +17.8% |
| 3M | -9.7% | +5.3% | -15.0% | -10.6% |
| 6M | +8.6% | +42.6% | -34.0% | +3.1% |
| YTD | +33.0% | -2.8% | +35.8% | +31.8% |
| 1Y | +68.3% | -19.3% | +87.6% | +69.5% |
| All | -2.5% | +232.3% | -234.8% | -19.8% |
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 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