+34.4%
NVDA vs AFRM
-15.0%
+49.4%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -2.6% | +3.5% | +1.3% |
| 7D | +5.9% | -7.0% | +12.8% | +7.0% |
| 30D | +5.1% | -7.8% | +12.9% | +6.2% |
| 3M | +5.4% | +5.3% | 0.0% | +3.8% |
| 6M | +26.0% | +42.6% | -16.6% | +18.6% |
| YTD | +23.7% | -2.8% | +26.5% | +21.1% |
| 1Y | +34.4% | -19.3% | +53.7% | +33.1% |
| All | +34.4% | -15.0% | +49.4% | +33.1% |
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