+42.8%
LRCX vs AFRM
+8.5%
+34.3%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +5.0% | -9.1% | -5.2% |
| 7D | -12.8% | +3.1% | -15.9% | -13.4% |
| 30D | -36.0% | +1.1% | -37.1% | -36.2% |
| 3M | -30.2% | -3.2% | -27.0% | -30.2% |
| 6M | -14.2% | +12.7% | -26.9% | -17.9% |
| YTD | +29.7% | +1.6% | +28.2% | +27.0% |
| 1Y | +42.8% | +5.9% | +36.9% | +38.3% |
| All | +42.8% | +8.5% | +34.3% | +38.3% |
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 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