+24.1%
NOW vs AFRM
+48.4%
-24.4%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -2.6% | -0.3% | -1.9% |
| 7D | -2.4% | -7.0% | +4.6% | +0.4% |
| 30D | +20.5% | -7.8% | +28.3% | +24.2% |
| 3M | +18.3% | +5.3% | +13.0% | +13.7% |
| 6M | +24.1% | +42.6% | -18.6% | +3.9% |
| All | +24.1% | +48.4% | -24.4% | +3.9% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling