-1.5%
NOW vs AFRM
-25.4%
+23.9%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +2.9% | +0.3% | +2.6% |
| 7D | -5.6% | -10.3% | +4.7% | -3.5% |
| 30D | -26.8% | -13.7% | -13.0% | -24.9% |
| 3M | -19.4% | -11.6% | -7.9% | -18.0% |
| 6M | +12.3% | +2.1% | +10.2% | +10.6% |
| YTD | -32.9% | -8.9% | -24.1% | -32.9% |
| 1Y | -40.3% | -9.7% | -30.6% | -40.3% |
| 3Y | -19.1% | +202.5% | -221.5% | -42.3% |
| 5Y | -24.4% | -55.3% | +31.0% | -41.8% |
| All | -1.5% | -25.4% | +23.9% | -27.1% |
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