-33.4%
INFY vs AFRM
-24.5%
-8.9%
-47.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.2% | +0.1% | -0.1% |
| 7D | -9.8% | -8.5% | -1.3% | -8.5% |
| 30D | -13.4% | -11.4% | -2.1% | -11.9% |
| 3M | -7.2% | +8.2% | -15.5% | -9.0% |
| 6M | -20.6% | +36.6% | -57.2% | -26.6% |
| YTD | -37.5% | -8.7% | -28.8% | -39.5% |
| 1Y | -33.4% | -19.9% | -13.5% | -35.8% |
| All | -33.4% | -24.5% | -8.9% | -35.8% |
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