-40.6%
NOW vs AFRM
-4.3%
-36.4%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.2% | +1.8% | +0.3% |
| 7D | -3.0% | -7.3% | +4.3% | -0.9% |
| 30D | -26.0% | -9.6% | -16.5% | -24.3% |
| 3M | -13.1% | -11.1% | -2.0% | -11.0% |
| 6M | +14.5% | +3.9% | +10.7% | +10.7% |
| YTD | -33.4% | -8.5% | -24.9% | -36.2% |
| 1Y | -40.6% | +3.3% | -43.9% | -44.6% |
| All | -40.6% | -4.3% | -36.4% | -44.6% |
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