-2.4%
NXT vs AFRM
-10.2%
+7.9%
-51.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.1% | +0.1% | 0.0% |
| 7D | +15.1% | -7.5% | +22.6% | +16.9% |
| 30D | +21.8% | -15.7% | +37.5% | +25.4% |
| 3M | +1.6% | -9.6% | +11.2% | +3.4% |
| 6M | -16.7% | +6.3% | -23.0% | -16.1% |
| YTD | +20.4% | -8.6% | +29.0% | +17.4% |
| All | -2.4% | -10.2% | +7.9% | -4.5% |
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 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