+42.7%
MKSI vs AFRM
+8.5%
+34.1%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | +5.0% | -10.0% | -5.9% |
| 7D | -10.7% | +3.1% | -13.8% | -11.2% |
| 30D | -30.5% | +1.1% | -31.6% | -30.6% |
| 3M | -39.2% | -3.2% | -35.9% | -39.0% |
| 6M | -33.0% | +12.7% | -45.7% | -35.0% |
| YTD | +22.3% | +1.6% | +20.8% | +17.8% |
| 1Y | +42.7% | +5.9% | +36.8% | +37.5% |
| All | +42.7% | +8.5% | +34.1% | +37.5% |
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