+21.9%
NBIS vs AFRM
-13.0%
+34.9%
-58.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -3.1% | -2.2% | -4.0% |
| 7D | -11.6% | -8.4% | -3.3% | -8.2% |
| 30D | -39.4% | -18.3% | -21.1% | -34.1% |
| 3M | -27.2% | -12.7% | -14.5% | -23.8% |
| 6M | -24.3% | +3.0% | -27.3% | -27.0% |
| YTD | +60.1% | -11.4% | +71.5% | +52.5% |
| 1Y | +21.9% | -13.3% | +35.2% | +18.1% |
| All | +21.9% | -13.0% | +34.9% | +18.1% |
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