+34.7%
NXPI vs AFRM
-56.8%
+91.5%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.1% | +0.3% | -0.6% |
| 7D | +6.8% | -4.4% | +11.2% | +7.7% |
| 30D | +20.0% | -7.7% | +27.7% | +21.9% |
| 3M | +14.8% | -16.9% | +31.7% | +18.4% |
| 6M | -10.5% | +2.5% | -13.0% | -11.8% |
| YTD | +23.7% | -12.5% | +36.3% | +24.2% |
| 1Y | +34.1% | -11.0% | +45.1% | +33.7% |
| 3Y | +51.2% | +184.6% | -133.3% | +9.5% |
| All | +34.7% | -56.8% | +91.5% | +11.4% |
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