+17.1%
NXPI vs AFRM
-23.1%
+40.2%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -2.6% | +3.9% | +1.8% |
| 7D | +1.9% | -7.0% | +8.9% | +3.2% |
| 30D | -1.4% | -7.8% | +6.4% | -0.2% |
| 3M | -29.1% | +5.3% | -34.4% | -30.0% |
| 6M | +6.2% | +42.6% | -36.4% | -1.7% |
| YTD | +5.9% | -2.8% | +8.7% | +4.6% |
| 1Y | +2.9% | -19.3% | +22.2% | +4.2% |
| 3Y | +14.5% | +231.0% | -216.5% | -19.0% |
| All | +17.1% | -23.1% | +40.2% | -12.8% |
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