-8.9%
JD vs AFRM
-13.2%
+4.3%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -2.9% | +1.7% | -1.1% |
| 7D | -4.0% | -5.5% | +1.5% | -3.7% |
| 30D | +2.7% | -15.5% | +18.1% | +3.4% |
| 3M | -13.0% | -10.3% | -2.7% | -12.7% |
| 6M | -12.7% | +0.6% | -13.3% | -13.5% |
| YTD | -0.8% | -11.5% | +10.7% | -3.6% |
| 1Y | -8.9% | -16.6% | +7.7% | -10.0% |
| All | -8.9% | -13.2% | +4.3% | -10.0% |
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