+80.2%
MRK vs AFRM
-20.8%
+101.0%
-11.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -5.5% | +4.8% | -0.6% |
| 7D | -2.7% | -8.0% | +5.3% | -2.7% |
| 30D | +12.7% | -9.8% | +22.5% | +12.6% |
| 3M | +24.2% | +4.7% | +19.6% | +24.5% |
| 6M | +27.8% | +34.1% | -6.3% | +28.3% |
| YTD | +42.2% | -8.4% | +50.6% | +43.6% |
| 1Y | +80.2% | -22.9% | +103.1% | +79.4% |
| All | +80.2% | -20.8% | +101.0% | +79.4% |
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 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