+40.0%
PATH vs AFRM
-15.0%
+55.0%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.6% | -2.6% | -14.0% | -15.7% |
| 7D | -16.3% | -7.0% | -9.4% | -14.2% |
| 30D | +9.9% | -7.8% | +17.7% | +12.9% |
| 3M | +30.2% | +5.3% | +24.8% | +27.4% |
| 6M | +37.2% | +42.6% | -5.4% | +20.5% |
| YTD | -7.3% | -2.8% | -4.5% | -9.6% |
| 1Y | +40.0% | -19.3% | +59.3% | +37.9% |
| All | +40.0% | -15.0% | +55.0% | +37.9% |
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