+15.9%
MS vs AFRM
-10.2%
+26.2%
-21.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -0.1% | +3.2% | +3.1% |
| 7D | +0.7% | -7.5% | +8.3% | +2.5% |
| 30D | -0.9% | -15.7% | +14.8% | +2.4% |
| 3M | -13.0% | -9.6% | -3.4% | -11.6% |
| 6M | -2.0% | +6.3% | -8.3% | -4.5% |
| YTD | +7.8% | -8.6% | +16.4% | +4.3% |
| All | +15.9% | -10.2% | +26.2% | +15.3% |
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