-8.2%
NFLX vs AFRM
-55.6%
+47.4%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -2.9% | +0.1% | -2.3% |
| 7D | -4.4% | -5.5% | +1.1% | -3.3% |
| 30D | -11.0% | -15.5% | +4.4% | -8.4% |
| 3M | -15.5% | -10.3% | -5.2% | -14.2% |
| 6M | -28.5% | +0.6% | -29.1% | -29.4% |
| YTD | -33.1% | -11.5% | -21.6% | -33.3% |
| 1Y | -45.8% | -16.6% | -29.2% | -45.6% |
| 3Y | +40.2% | +193.5% | -153.4% | -5.4% |
| 5Y | -8.2% | -55.8% | +47.6% | -19.5% |
| All | -8.2% | -55.6% | +47.4% | -19.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling