-10.9%
HAL vs AFRM
+167.0%
-177.9%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -3.1% | +3.0% | +0.2% |
| 7D | -6.5% | -8.4% | +1.9% | -5.7% |
| 30D | -2.1% | -18.3% | +16.2% | -0.3% |
| 3M | -4.9% | -12.7% | +7.8% | -4.0% |
| 6M | -19.3% | +3.0% | -22.3% | -20.5% |
| YTD | +14.3% | -11.4% | +25.7% | +14.0% |
| 1Y | +17.3% | -13.3% | +30.6% | +16.9% |
| 3Y | -10.9% | +194.0% | -204.9% | -30.9% |
| All | -10.9% | +167.0% | -177.9% | -30.9% |
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 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