+122.7%
HOOD vs AFRM
-56.8%
+179.5%
-80.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -1.1% | -3.2% | -3.8% |
| 7D | -3.8% | -4.4% | +0.6% | -1.8% |
| 30D | -23.0% | -7.7% | -15.3% | -20.2% |
| 3M | -21.6% | -16.9% | -4.8% | -15.5% |
| 6M | +1.4% | +2.5% | -1.0% | -0.5% |
| YTD | -31.2% | -12.5% | -18.6% | -28.5% |
| 1Y | -35.9% | -11.0% | -24.9% | -34.0% |
| 3Y | +836.9% | +184.6% | +652.4% | +436.7% |
| All | +122.7% | -56.8% | +179.5% | +138.6% |
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