-1.9%
NOW vs AFRM
-23.4%
+21.5%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | -7.8% | +1.9% | -4.4% |
| 7D | -6.7% | -6.9% | +0.3% | -5.4% |
| 30D | -25.8% | -7.0% | -18.8% | -25.0% |
| 3M | -12.7% | -11.2% | -1.4% | -11.2% |
| 6M | +11.2% | +4.3% | +7.0% | +9.1% |
| YTD | -33.2% | -6.4% | -26.8% | -33.5% |
| 1Y | -41.8% | -2.6% | -39.2% | -42.8% |
| 3Y | -15.7% | +210.6% | -226.2% | -40.4% |
| 5Y | -26.0% | -57.6% | +31.5% | -43.1% |
| All | -1.9% | -23.4% | +21.5% | -27.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling