+22.5%
MDLZ vs AFRM
-13.0%
+35.5%
-13.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -3.1% | +3.2% | 0.0% |
| 7D | +2.2% | -8.4% | +10.5% | +1.9% |
| 30D | +10.1% | -18.3% | +28.4% | +9.3% |
| 3M | +9.1% | -12.7% | +21.8% | +8.6% |
| 6M | +10.0% | +3.0% | +6.9% | +10.8% |
| YTD | +26.8% | -11.4% | +38.2% | +27.7% |
| 1Y | +22.5% | -13.3% | +35.8% | +24.2% |
| All | +22.5% | -13.0% | +35.5% | +24.2% |
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