+18.9%
LNG vs AFRM
-20.8%
+39.6%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -5.5% | +5.4% | -0.5% |
| 7D | -6.7% | -8.0% | +1.3% | -7.4% |
| 30D | +3.9% | -9.8% | +13.6% | +3.1% |
| 3M | +15.5% | +4.7% | +10.8% | +16.1% |
| 6M | +10.5% | +34.1% | -23.6% | +12.7% |
| YTD | +43.0% | -8.4% | +51.4% | +45.1% |
| 1Y | +18.9% | -22.9% | +41.8% | +17.6% |
| All | +18.9% | -20.8% | +39.6% | +17.6% |
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 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