+260.2%
MXL vs AFRM
+48.4%
+211.7%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -2.6% | +8.2% | +6.7% |
| 7D | +1.6% | -7.0% | +8.6% | +4.8% |
| 30D | -7.0% | -7.8% | +0.8% | -4.1% |
| 3M | -33.4% | +5.3% | -38.7% | -34.9% |
| 6M | +260.2% | +42.6% | +217.5% | +207.8% |
| All | +260.2% | +48.4% | +211.7% | +207.8% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling