+123.9%
NRG vs AFRM
+195.9%
-72.0%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -2.9% | +3.5% | +1.1% |
| 7D | +21.7% | -5.5% | +27.2% | +22.9% |
| 30D | -8.1% | -15.5% | +7.4% | -5.4% |
| 3M | -18.3% | -10.3% | -8.0% | -17.2% |
| 6M | -28.0% | +0.6% | -28.6% | -28.9% |
| YTD | -37.5% | -11.5% | -26.0% | -37.6% |
| 1Y | -41.1% | -16.6% | -24.5% | -40.6% |
| All | +123.9% | +195.9% | -72.0% | +75.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling