+649.9%
PLTR vs AFRM
-58.9%
+708.8%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +2.9% | -0.7% | +1.0% |
| 7D | +0.4% | -10.3% | +10.7% | +4.9% |
| 30D | -17.5% | -13.7% | -3.8% | -12.9% |
| 3M | -1.5% | -11.6% | +10.1% | +2.2% |
| 6M | +25.9% | +2.1% | +23.8% | +22.7% |
| YTD | -3.0% | -8.9% | +5.8% | -3.0% |
| 1Y | -9.7% | -9.7% | 0.0% | -9.8% |
| 3Y | +776.5% | +202.5% | +574.0% | +347.5% |
| 5Y | +649.9% | -55.3% | +705.2% | +486.6% |
| All | +649.9% | -58.9% | +708.8% | +486.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling