+125.1%
HOOD vs AFRM
+13.3%
+111.9%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.3% | -7.8% | -2.5% | -7.3% |
| 7D | -14.4% | -6.9% | -7.5% | -11.9% |
| 30D | -30.0% | -7.0% | -23.0% | -28.0% |
| 3M | -15.5% | -11.2% | -4.3% | -11.9% |
| 6M | +1.8% | +4.3% | -2.5% | -0.6% |
| YTD | -30.7% | -6.4% | -24.3% | -30.0% |
| 1Y | -45.0% | -2.6% | -42.4% | -45.3% |
| 3Y | +709.0% | +210.6% | +498.4% | +386.6% |
| 5Y | +111.8% | -57.6% | +169.4% | +47.5% |
| All | +125.1% | +13.3% | +111.9% | +41.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling