-49.7%
NRG vs AFRM
+8.5%
-58.3%
-54.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.5% | +5.0% | -18.5% | -14.2% |
| 7D | -13.7% | +3.1% | -16.8% | -14.1% |
| 30D | -13.6% | +1.1% | -14.7% | -13.7% |
| 3M | -28.5% | -3.2% | -25.3% | -28.4% |
| 6M | -45.8% | +12.7% | -58.5% | -46.9% |
| YTD | -46.9% | +1.6% | -48.5% | -47.4% |
| 1Y | -49.7% | +5.9% | -55.6% | -50.7% |
| All | -49.7% | +8.5% | -58.3% | -50.7% |
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 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