+304.8%
MXL vs AFRM
-16.7%
+321.5%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -1.1% | -4.3% | -4.9% |
| 7D | +13.4% | -4.4% | +17.8% | +15.6% |
| 30D | -29.2% | -7.7% | -21.6% | -26.4% |
| 3M | -27.2% | -16.9% | -10.4% | -21.7% |
| 6M | -36.4% | +2.5% | -38.9% | -36.8% |
| YTD | +220.0% | -12.5% | +232.5% | +228.7% |
| 1Y | +304.8% | -11.0% | +315.8% | +332.6% |
| All | +304.8% | -16.7% | +321.5% | +332.6% |
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