+24.9%
NFLX vs AFRM
-25.1%
+49.9%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -2.2% | -1.1% | -2.9% |
| 7D | +2.1% | -7.3% | +9.4% | +3.4% |
| 30D | -9.0% | -9.6% | +0.5% | -7.7% |
| 3M | -14.0% | -11.1% | -2.9% | -12.7% |
| 6M | -28.2% | +3.9% | -32.0% | -29.3% |
| YTD | -32.4% | -8.5% | -23.9% | -32.8% |
| 1Y | -42.2% | +3.3% | -45.5% | -44.0% |
| 3Y | +45.9% | +213.7% | -167.9% | +4.7% |
| 5Y | -1.8% | -58.5% | +56.7% | -26.7% |
| All | +24.9% | -25.1% | +49.9% | -8.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling