+49.0%
JBL vs AFRM
-20.8%
+69.8%
-25.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -5.5% | +5.1% | +0.3% |
| 7D | +4.0% | -8.0% | +12.0% | +5.0% |
| 30D | -7.5% | -9.8% | +2.3% | -6.5% |
| 3M | -14.1% | +4.7% | -18.7% | -14.8% |
| 6M | +25.9% | +34.1% | -8.2% | +20.4% |
| YTD | +36.7% | -8.4% | +45.1% | +32.1% |
| 1Y | +49.0% | -22.9% | +71.9% | +48.2% |
| All | +49.0% | -20.8% | +69.8% | +48.2% |
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