+719.8%
MU vs AFRM
-15.0%
+734.8%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -2.6% | +8.7% | +6.8% |
| 7D | +9.0% | -7.0% | +15.9% | +10.9% |
| 30D | +13.8% | -7.8% | +21.6% | +15.9% |
| 3M | +2.1% | +5.3% | -3.2% | 0.0% |
| 6M | +153.8% | +42.6% | +111.2% | +133.6% |
| YTD | +256.4% | -2.8% | +259.2% | +254.2% |
| 1Y | +719.8% | -19.3% | +739.1% | +713.9% |
| All | +719.8% | -15.0% | +734.8% | +713.9% |
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