+116.4%
HPE vs AFRM
+8.5%
+107.9%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | +5.0% | -10.7% | -6.5% |
| 7D | -17.0% | +3.1% | -20.1% | -17.4% |
| 30D | -26.7% | +1.1% | -27.8% | -26.8% |
| 3M | -4.1% | -3.2% | -0.9% | -3.9% |
| 6M | +75.4% | +12.7% | +62.7% | +70.0% |
| YTD | +111.0% | +1.6% | +109.5% | +106.9% |
| 1Y | +116.4% | +5.9% | +110.6% | +109.4% |
| All | +116.4% | +8.5% | +107.9% | +109.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling