+6.4%
HCA vs AFRM
-13.2%
+19.7%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -2.9% | +1.9% | -1.1% |
| 7D | -1.3% | -5.5% | +4.1% | -1.4% |
| 30D | +8.7% | -15.5% | +24.1% | +8.3% |
| 3M | +21.0% | -10.3% | +31.3% | +21.0% |
| 6M | +17.0% | +0.6% | +16.3% | +17.4% |
| YTD | +7.8% | -11.5% | +19.4% | +6.8% |
| 1Y | +6.4% | -16.6% | +23.0% | +6.0% |
| All | +6.4% | -13.2% | +19.7% | +6.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling