+8.7%
HPQ vs AFRM
-58.9%
+67.6%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -2.2% | -1.1% | -3.0% |
| 7D | -1.1% | -7.3% | +6.2% | -0.2% |
| 30D | -11.7% | -9.6% | -2.2% | -10.8% |
| 3M | +2.0% | -11.1% | +13.0% | +3.0% |
| 6M | +35.9% | +3.9% | +32.0% | +33.5% |
| YTD | +32.7% | -8.5% | +41.2% | +31.5% |
| 1Y | +14.3% | +3.3% | +11.0% | +11.1% |
| 3Y | +17.8% | +213.7% | -195.9% | -7.5% |
| All | +8.7% | -58.9% | +67.6% | -14.8% |
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