+213.9%
NRG vs AFRM
+195.1%
+18.7%
-40.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -5.5% | +1.9% | -2.6% |
| 7D | +3.9% | -8.0% | +11.9% | +5.4% |
| 30D | -3.0% | -9.8% | +6.8% | -1.4% |
| 3M | -10.9% | +4.7% | -15.6% | -12.0% |
| 6M | -25.3% | +34.1% | -59.4% | -29.9% |
| YTD | -26.8% | -8.4% | -18.4% | -27.0% |
| 1Y | -23.3% | -22.9% | -0.4% | -21.7% |
| All | +213.9% | +195.1% | +18.7% | +151.4% |
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