+133.9%
HL vs AFRM
-15.0%
+148.9%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -2.6% | +0.1% | -1.8% |
| 7D | +1.5% | -7.0% | +8.4% | +3.4% |
| 30D | +25.1% | -7.8% | +32.9% | +27.6% |
| 3M | +22.9% | +5.3% | +17.6% | +21.6% |
| 6M | -4.9% | +42.6% | -47.6% | -10.3% |
| YTD | +7.8% | -2.8% | +10.6% | +5.7% |
| 1Y | +133.9% | -19.3% | +153.2% | +122.9% |
| All | +133.9% | -15.0% | +148.9% | +122.9% |
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 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