+142.9%
HOOD vs AFRM
+10.3%
+132.6%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +2.9% | +1.1% | +2.9% |
| 7D | -3.2% | -10.3% | +7.0% | +1.0% |
| 30D | -22.6% | -13.7% | -8.8% | -17.9% |
| 3M | -10.4% | -11.6% | +1.2% | -6.4% |
| 6M | +4.7% | +2.1% | +2.6% | +3.2% |
| YTD | -25.2% | -8.9% | -16.4% | -23.7% |
| 1Y | -35.9% | -9.7% | -26.2% | -34.4% |
| 3Y | +927.7% | +202.5% | +725.3% | +530.7% |
| 5Y | +147.5% | -55.3% | +202.8% | +73.5% |
| All | +142.9% | +10.3% | +132.6% | +53.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling