+113.0%
HOOD vs AFRM
-58.9%
+171.9%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -2.2% | +5.4% | +4.2% |
| 7D | -4.8% | -7.3% | +2.5% | -1.6% |
| 30D | -26.1% | -9.6% | -16.6% | -22.8% |
| 3M | -10.8% | -11.1% | +0.3% | -6.7% |
| 6M | +2.4% | +3.9% | -1.5% | -0.4% |
| YTD | -28.5% | -8.5% | -20.0% | -27.2% |
| 1Y | -36.3% | +3.3% | -39.6% | -38.6% |
| 3Y | +743.7% | +213.7% | +530.0% | +360.4% |
| All | +113.0% | -58.9% | +171.9% | +97.9% |
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 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