-51.2%
LULU vs AFRM
-15.0%
-36.2%
-53.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -17.4% | -2.6% | -14.8% | -16.7% |
| 7D | -16.7% | -7.0% | -9.8% | -15.1% |
| 30D | -18.5% | -7.8% | -10.7% | -16.8% |
| 3M | -19.5% | +5.3% | -24.8% | -20.9% |
| 6M | -41.9% | +42.6% | -84.6% | -47.3% |
| YTD | -51.6% | -2.8% | -48.8% | -52.3% |
| 1Y | -51.2% | -19.3% | -31.9% | -51.0% |
| All | -51.2% | -15.0% | -36.2% | -51.0% |
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