-45.5%
MSTR vs AFRM
-10.6%
-34.9%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +2.9% | -1.8% | -0.4% |
| 7D | -14.2% | -10.3% | -3.9% | -9.2% |
| 30D | -19.9% | -13.7% | -6.1% | -13.7% |
| 3M | +27.3% | -11.6% | +38.9% | +34.5% |
| 6M | -37.6% | +2.1% | -39.6% | -38.5% |
| YTD | -19.5% | -8.9% | -10.6% | -21.6% |
| All | -45.5% | -10.6% | -34.9% | -46.0% |
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