+508.6%
NVDA vs AFRM
-58.9%
+567.5%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -2.2% | +5.0% | +3.3% |
| 7D | -8.8% | -7.3% | -1.5% | -7.1% |
| 30D | -21.4% | -9.6% | -11.8% | -19.7% |
| 3M | -14.7% | -11.1% | -3.6% | -13.0% |
| 6M | -10.0% | +3.9% | -13.8% | -12.3% |
| YTD | +0.3% | -8.5% | +8.8% | -0.7% |
| 1Y | -0.5% | +3.3% | -3.8% | -5.1% |
| 3Y | +309.2% | +213.7% | +95.4% | +151.6% |
| All | +508.6% | -58.9% | +567.5% | +428.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling