+18.7%
HPQ vs AFRM
-15.0%
+33.7%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -2.6% | +4.8% | +2.4% |
| 7D | +6.9% | -7.0% | +13.9% | +7.4% |
| 30D | +14.4% | -7.8% | +22.2% | +14.9% |
| 3M | +25.6% | +5.3% | +20.3% | +24.8% |
| 6M | +75.0% | +42.6% | +32.4% | +66.0% |
| YTD | +50.7% | -2.8% | +53.5% | +50.1% |
| 1Y | +18.7% | -19.3% | +38.0% | +16.1% |
| All | +18.7% | -15.0% | +33.7% | +16.1% |
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