+143.4%
HPE vs AFRM
-17.6%
+161.0%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.7% | -0.4% | +8.1% | +7.8% |
| 7D | +10.1% | +3.1% | +7.1% | +9.5% |
| 30D | +5.3% | -4.2% | +9.5% | +5.9% |
| 3M | +12.7% | +10.1% | +2.6% | +10.1% |
| 6M | +167.7% | +39.4% | +128.2% | +146.4% |
| YTD | +135.5% | -3.2% | +138.6% | +133.0% |
| 1Y | +143.4% | -16.1% | +159.5% | +142.5% |
| All | +143.4% | -17.6% | +161.0% | +142.5% |
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