+63.0%
NXPI vs AFRM
-27.4%
+90.4%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -3.1% | +5.1% | +2.5% |
| 7D | -0.5% | -8.4% | +7.9% | +1.1% |
| 30D | +15.0% | -18.3% | +33.2% | +19.0% |
| 3M | +12.6% | -12.7% | +25.3% | +14.7% |
| 6M | -10.6% | +3.0% | -13.6% | -11.8% |
| YTD | +22.1% | -11.4% | +33.5% | +22.3% |
| 1Y | +29.8% | -13.3% | +43.1% | +30.0% |
| 3Y | +47.8% | +194.0% | -146.3% | +10.3% |
| 5Y | +33.9% | -50.6% | +84.5% | +7.4% |
| All | +63.0% | -27.4% | +90.4% | +25.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling