-38.7%
NOW vs AFRM
+8.5%
-47.2%
-53.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +5.0% | -5.4% | -1.7% |
| 7D | -27.5% | +3.1% | -30.6% | -28.3% |
| 30D | -20.0% | +1.1% | -21.2% | -20.8% |
| 3M | -7.9% | -3.2% | -4.7% | -7.9% |
| 6M | +18.3% | +12.7% | +5.6% | +11.8% |
| YTD | -29.0% | +1.6% | -30.5% | -33.9% |
| 1Y | -38.7% | +5.9% | -44.6% | -43.8% |
| All | -38.7% | +8.5% | -47.2% | -43.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling