+57.4%
JNJ vs AFRM
-15.0%
+72.5%
-11.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -2.6% | +1.5% | -1.3% |
| 7D | +2.7% | -7.0% | +9.6% | +2.1% |
| 30D | +7.4% | -7.8% | +15.2% | +6.8% |
| 3M | +21.2% | +5.3% | +15.9% | +22.3% |
| 6M | +13.4% | +42.6% | -29.2% | +17.2% |
| YTD | +35.1% | -2.8% | +37.9% | +35.7% |
| 1Y | +57.4% | -19.3% | +76.7% | +56.2% |
| All | +57.4% | -15.0% | +72.5% | +56.2% |
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