+22.7%
NXT vs AFRM
-15.0%
+37.7%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -2.6% | +3.8% | +1.6% |
| 7D | -1.1% | -7.0% | +5.9% | +0.1% |
| 30D | -15.3% | -7.8% | -7.5% | -14.3% |
| 3M | -43.8% | +5.3% | -49.1% | -44.2% |
| 6M | -18.7% | +42.6% | -61.3% | -22.2% |
| YTD | -3.0% | -2.8% | -0.2% | -3.8% |
| 1Y | +22.7% | -19.3% | +42.0% | +25.4% |
| All | +22.7% | -15.0% | +37.7% | +25.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling