+20.3%
JPM vs AFRM
-15.0%
+35.3%
-15.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.6% | +1.7% | -0.7% |
| 7D | +0.3% | -7.0% | +7.2% | +1.0% |
| 30D | -0.2% | -7.8% | +7.6% | +0.6% |
| 3M | +15.9% | +5.3% | +10.6% | +14.8% |
| 6M | +20.9% | +42.6% | -21.7% | +14.4% |
| YTD | +12.9% | -2.8% | +15.7% | +10.9% |
| 1Y | +20.3% | -19.3% | +39.6% | +18.7% |
| All | +20.3% | -15.0% | +35.3% | +18.7% |
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