+68.0%
LIN vs AFRM
-57.5%
+125.5%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -7.8% | +7.2% | -0.2% |
| 7D | +3.6% | -6.9% | +10.5% | +4.0% |
| 30D | +6.4% | -7.0% | +13.4% | +6.7% |
| 3M | +6.5% | -11.2% | +17.7% | +7.0% |
| 6M | +4.9% | +4.3% | +0.6% | +4.1% |
| YTD | +23.4% | -6.4% | +29.9% | +22.9% |
| 1Y | +26.3% | -2.6% | +28.9% | +25.2% |
| 3Y | +38.0% | +210.6% | -172.6% | +20.5% |
| 5Y | +68.0% | -57.6% | +125.6% | +48.6% |
| All | +68.0% | -57.5% | +125.5% | +48.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling