+3.3%
NDAQ vs AFRM
-17.3%
+20.6%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -2.6% | +0.8% | -1.5% |
| 7D | -2.4% | -7.0% | +4.5% | -1.5% |
| 30D | +2.5% | -7.8% | +10.3% | +3.5% |
| 3M | +9.9% | +5.3% | +4.6% | +8.5% |
| 6M | +9.4% | +42.6% | -33.2% | +1.9% |
| YTD | +0.4% | -2.8% | +3.2% | -2.6% |
| All | +3.3% | -17.3% | +20.6% | +0.3% |
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