+119.9%
NDAQ vs AFRM
+203.8%
-83.9%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -2.2% | +2.5% | +0.5% |
| 7D | +0.8% | -7.3% | +8.1% | +1.7% |
| 30D | +16.5% | -9.6% | +26.1% | +17.7% |
| 3M | +13.5% | -11.1% | +24.6% | +14.6% |
| 6M | +20.9% | +3.9% | +17.1% | +19.5% |
| YTD | +11.4% | -8.5% | +19.9% | +10.7% |
| 1Y | +25.9% | +3.3% | +22.7% | +23.2% |
| 3Y | +119.9% | +213.7% | -93.9% | +103.0% |
| All | +119.9% | +203.8% | -83.9% | +103.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling