+189.8%
HOOD vs AFRM
-23.1%
+212.9%
-85.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -2.6% | +0.5% | -1.0% |
| 7D | +17.1% | -7.0% | +24.1% | +20.4% |
| 30D | +31.6% | -7.8% | +39.4% | +35.8% |
| 3M | +38.2% | +5.3% | +32.9% | +34.4% |
| 6M | +48.5% | +42.6% | +5.9% | +27.9% |
| YTD | +8.0% | -2.8% | +10.8% | +7.6% |
| 1Y | +18.7% | -19.3% | +38.0% | +26.2% |
| 3Y | +999.1% | +231.0% | +768.1% | +507.4% |
| All | +189.8% | -23.1% | +212.9% | +96.3% |
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