+27.1%
NFLX vs AFRM
-25.4%
+52.5%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +2.9% | -0.8% | +1.6% |
| 7D | -2.8% | -10.3% | +7.5% | -1.1% |
| 30D | -8.6% | -13.7% | +5.1% | -6.6% |
| 3M | -13.7% | -11.6% | -2.1% | -12.3% |
| 6M | -24.5% | +2.1% | -26.6% | -25.4% |
| YTD | -31.2% | -8.9% | -22.3% | -31.6% |
| 1Y | -43.2% | -9.7% | -33.5% | -43.7% |
| 3Y | +44.3% | +202.5% | -158.1% | +4.7% |
| 5Y | -1.9% | -55.3% | +53.5% | -26.8% |
| All | +27.1% | -25.4% | +52.5% | -6.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling