+93.0%
LIN vs AFRM
-20.4%
+113.4%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.6% | +1.7% | -0.8% |
| 7D | -2.1% | -7.0% | +4.8% | -1.8% |
| 30D | -2.4% | -7.8% | +5.4% | -2.1% |
| 3M | -5.6% | +5.3% | -10.9% | -6.0% |
| 6M | -3.4% | +42.6% | -46.0% | -5.5% |
| YTD | +13.1% | -2.8% | +15.9% | +12.6% |
| 1Y | +2.5% | -19.3% | +21.8% | +2.8% |
| 3Y | +27.6% | +231.0% | -203.4% | +13.9% |
| 5Y | +63.0% | -22.2% | +85.3% | +43.8% |
| All | +93.0% | -20.4% | +113.4% | +70.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling