+54.4%
INTC vs AFRM
-10.2%
+64.6%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -0.1% | +5.6% | +5.5% |
| 7D | -1.0% | -7.5% | +6.5% | +1.1% |
| 30D | -43.3% | -15.7% | -27.6% | -40.8% |
| 3M | -41.6% | -9.6% | -32.0% | -40.4% |
| 6M | -52.5% | +6.3% | -58.8% | -53.3% |
| YTD | +60.9% | -8.6% | +69.5% | +59.4% |
| All | +54.4% | -10.2% | +64.6% | +58.3% |
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