+4.7%
HON vs AFRM
-21.5%
+26.2%
-25.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -2.6% | +3.6% | +1.2% |
| 7D | -3.6% | -7.0% | +3.4% | -3.1% |
| 30D | -15.3% | -7.8% | -7.5% | -14.8% |
| 3M | -7.9% | +5.3% | -13.2% | -8.5% |
| 6M | -18.1% | +42.6% | -60.7% | -20.7% |
| YTD | +3.8% | -2.8% | +6.6% | +3.2% |
| 1Y | +0.5% | -19.3% | +19.8% | +0.9% |
| 3Y | +19.8% | +231.0% | -211.2% | +3.8% |
| All | +4.7% | -21.5% | +26.2% | -10.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling