-24.7%
LOW vs AFRM
-24.5%
-0.3%
-30.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.2% | -0.8% | -1.0% |
| 7D | -2.6% | -8.5% | +5.9% | -1.7% |
| 30D | -11.1% | -11.4% | +0.2% | -10.0% |
| 3M | -8.5% | +8.2% | -16.8% | -9.0% |
| 6M | -20.8% | +36.6% | -57.5% | -23.5% |
| YTD | -17.2% | -8.7% | -8.6% | -18.9% |
| 1Y | -24.7% | -19.9% | -4.8% | -26.9% |
| All | -24.7% | -24.5% | -0.3% | -26.9% |
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