-1.1%
META vs AFRM
-4.3%
+3.2%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -2.2% | +3.1% | +1.3% |
| 7D | -0.8% | -7.3% | +6.5% | +0.7% |
| 30D | -15.4% | -9.6% | -5.9% | -13.8% |
| 3M | +3.5% | -11.1% | +14.6% | +5.4% |
| 6M | -0.3% | +3.9% | -4.1% | -1.7% |
| YTD | -7.3% | -8.5% | +1.2% | -10.8% |
| 1Y | -1.1% | +3.3% | -4.3% | -5.8% |
| All | -1.1% | -4.3% | +3.2% | -5.8% |
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