+29.6%
LUV vs AFRM
-15.0%
+44.6%
-33.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -2.6% | +4.9% | +2.9% |
| 7D | +0.4% | -7.0% | +7.4% | +2.0% |
| 30D | -18.4% | -7.8% | -10.6% | -17.0% |
| 3M | -3.2% | +5.3% | -8.5% | -4.8% |
| 6M | -14.8% | +42.6% | -57.5% | -21.6% |
| YTD | -2.9% | -2.8% | -0.1% | -6.3% |
| 1Y | +29.6% | -19.3% | +48.9% | +21.8% |
| All | +29.6% | -15.0% | +44.6% | +21.8% |
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