+289.3%
INTC vs AFRM
-15.0%
+304.3%
-41.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -2.6% | +7.1% | +5.1% |
| 7D | +7.1% | -7.0% | +14.0% | +8.8% |
| 30D | -5.2% | -7.8% | +2.6% | -3.6% |
| 3M | -14.3% | +5.3% | -19.6% | -15.7% |
| 6M | +110.2% | +42.6% | +67.5% | +90.7% |
| YTD | +159.6% | -2.8% | +162.4% | +154.3% |
| 1Y | +289.3% | -19.3% | +308.6% | +281.9% |
| All | +289.3% | -15.0% | +304.3% | +281.9% |
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