+64.2%
HAL vs AFRM
-23.4%
+87.5%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -7.8% | +4.6% | -2.7% |
| 7D | -11.1% | -6.9% | -4.2% | -10.6% |
| 30D | -2.4% | -7.0% | +4.5% | -2.0% |
| 3M | +0.8% | -11.2% | +12.0% | +1.4% |
| 6M | -22.8% | +4.3% | -27.1% | -23.6% |
| YTD | +14.5% | -6.4% | +20.9% | +13.7% |
| 1Y | +20.2% | -2.6% | +22.8% | +18.5% |
| 3Y | -15.2% | +210.6% | -225.7% | -25.8% |
| 5Y | +42.5% | -57.6% | +100.1% | +21.6% |
| All | +64.2% | -23.4% | +87.5% | +37.0% |
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