-5.3%
PG vs AFRM
-15.0%
+9.7%
-15.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.6% | +2.3% | -0.4% |
| 7D | +1.9% | -7.0% | +8.8% | +1.7% |
| 30D | -0.2% | -7.8% | +7.6% | -0.5% |
| 3M | +4.8% | +5.3% | -0.5% | +5.2% |
| 6M | -6.1% | +42.6% | -48.7% | -4.7% |
| YTD | +4.5% | -2.8% | +7.3% | +4.4% |
| 1Y | -5.3% | -19.3% | +14.0% | -5.5% |
| All | -5.3% | -15.0% | +9.7% | -5.5% |
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