+54.1%
NFLX vs AFRM
-20.4%
+74.5%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -2.6% | -2.7% | -4.9% |
| 7D | -4.2% | -7.0% | +2.7% | -3.2% |
| 30D | +5.5% | -7.8% | +13.3% | +6.8% |
| 3M | -4.1% | +5.3% | -9.4% | -5.3% |
| 6M | -20.7% | +42.6% | -63.3% | -26.1% |
| YTD | -16.5% | -2.8% | -13.7% | -17.6% |
| 1Y | -37.8% | -19.3% | -18.5% | -37.2% |
| 3Y | +77.9% | +231.0% | -153.1% | +25.4% |
| 5Y | +32.5% | -22.2% | +54.8% | -3.5% |
| All | +54.1% | -20.4% | +74.5% | +12.8% |
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