-2.1%
IGV vs AFRM
-15.0%
+12.9%
-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% | +0.4% | -1.5% |
| 7D | -4.5% | -7.0% | +2.5% | -2.8% |
| 30D | +3.2% | -7.8% | +11.0% | +5.2% |
| 3M | +4.5% | +5.3% | -0.8% | +2.6% |
| 6M | +22.1% | +42.6% | -20.5% | +10.8% |
| YTD | -1.0% | -2.8% | +1.8% | -4.3% |
| 1Y | -2.1% | -19.3% | +17.2% | -3.8% |
| All | -2.1% | -15.0% | +12.9% | -3.8% |
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 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