+84.3%
MKSI vs AFRM
-35.2%
+119.5%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +5.1% | -3.0% | +0.9% |
| 7D | +2.7% | -1.3% | +3.9% | +2.9% |
| 30D | -12.8% | -2.7% | -10.1% | -12.6% |
| 3M | -22.5% | +7.4% | -30.0% | -24.4% |
| 6M | +19.4% | +40.7% | -21.3% | +8.4% |
| YTD | +67.7% | -4.0% | +71.7% | +65.3% |
| 1Y | +131.4% | -12.2% | +143.7% | +130.8% |
| 3Y | +197.3% | +203.1% | -5.8% | +98.9% |
| All | +84.3% | -35.2% | +119.5% | +32.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling