+22.0%
NXPI vs AFRM
-58.9%
+80.9%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -2.2% | +3.8% | +2.0% |
| 7D | -4.4% | -7.3% | +2.9% | -2.9% |
| 30D | +5.6% | -9.6% | +15.1% | +7.5% |
| 3M | +7.6% | -11.1% | +18.7% | +9.4% |
| 6M | -17.6% | +3.9% | -21.4% | -19.0% |
| YTD | +15.9% | -8.5% | +24.4% | +15.4% |
| 1Y | +22.4% | +3.3% | +19.1% | +18.4% |
| 3Y | +43.2% | +213.7% | -170.5% | +1.3% |
| All | +22.0% | -58.9% | +80.9% | +3.5% |
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