-1.5%
NXT vs AFRM
-4.3%
+2.7%
-51.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | -2.2% | +7.6% | +5.7% |
| 7D | +32.2% | -7.3% | +39.5% | +34.1% |
| 30D | +21.9% | -9.6% | +31.5% | +24.1% |
| 3M | +6.6% | -11.1% | +17.6% | +8.6% |
| 6M | -16.8% | +3.9% | -20.7% | -16.2% |
| YTD | +20.4% | -8.5% | +28.9% | +17.5% |
| 1Y | -1.5% | +3.3% | -4.8% | -5.9% |
| All | -1.5% | -4.3% | +2.7% | -5.9% |
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