+77.6%
PBR vs AFRM
-17.6%
+95.1%
-26.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.4% | +3.9% | +3.5% |
| 7D | +2.5% | +3.1% | -0.6% | +2.7% |
| 30D | +19.4% | -4.2% | +23.6% | +19.0% |
| 3M | +20.8% | +10.1% | +10.7% | +21.6% |
| 6M | +23.5% | +39.4% | -15.9% | +25.5% |
| YTD | +83.4% | -3.2% | +86.6% | +85.8% |
| 1Y | +77.6% | -16.1% | +93.6% | +76.9% |
| All | +77.6% | -17.6% | +95.1% | +76.9% |
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