+13.8%
MSCI vs AFRM
-13.2%
+27.0%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -2.9% | +1.4% | -1.2% |
| 7D | -0.7% | -5.5% | +4.8% | -0.1% |
| 30D | +16.2% | -15.5% | +31.6% | +17.9% |
| 3M | +16.1% | -10.3% | +26.4% | +17.1% |
| 6M | +12.9% | +0.6% | +12.3% | +13.0% |
| YTD | +14.8% | -11.5% | +26.4% | +13.0% |
| 1Y | +13.8% | -16.6% | +30.4% | +13.3% |
| All | +13.8% | -13.2% | +27.0% | +13.3% |
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