+1,609.2%
NVDA vs AFRM
-20.4%
+1,629.6%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -2.6% | +3.5% | +1.4% |
| 7D | +5.9% | -7.0% | +12.8% | +7.5% |
| 30D | +5.1% | -7.8% | +12.9% | +6.7% |
| 3M | +5.4% | +5.3% | 0.0% | +3.4% |
| 6M | +26.0% | +42.6% | -16.6% | +14.8% |
| YTD | +23.7% | -2.8% | +26.5% | +21.6% |
| 1Y | +34.4% | -19.3% | +53.7% | +36.1% |
| 3Y | +375.8% | +231.0% | +144.8% | +204.2% |
| 5Y | +911.8% | -22.2% | +934.0% | +611.5% |
| All | +1,609.2% | -20.4% | +1,629.6% | +1,101.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling