+6.8%
NOW vs AFRM
-23.1%
+29.9%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -2.6% | -0.3% | -2.4% |
| 7D | -2.4% | -7.0% | +4.6% | -1.0% |
| 30D | +20.5% | -7.8% | +28.3% | +22.4% |
| 3M | +18.3% | +5.3% | +13.0% | +16.4% |
| 6M | +24.1% | +42.6% | -18.6% | +14.4% |
| YTD | -7.8% | -2.8% | -5.0% | -8.4% |
| 1Y | -21.4% | -19.3% | -2.1% | -19.8% |
| 3Y | +19.5% | +231.0% | -211.4% | -20.6% |
| All | +6.8% | -23.1% | +29.9% | -20.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling