+17.7%
LMT vs AFRM
-20.8%
+38.5%
-26.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -5.5% | +3.3% | -2.5% |
| 7D | -1.3% | -8.0% | +6.7% | -1.8% |
| 30D | -12.5% | -9.8% | -2.7% | -12.9% |
| 3M | -0.5% | +4.7% | -5.1% | 0.0% |
| 6M | -20.0% | +34.1% | -54.2% | -18.2% |
| YTD | +10.4% | -8.4% | +18.8% | +10.8% |
| 1Y | +17.7% | -22.9% | +40.6% | +17.4% |
| All | +17.7% | -20.8% | +38.5% | +17.4% |
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