+96.9%
PSX vs AFRM
+8.5%
+88.4%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +5.0% | -9.6% | -4.1% |
| 7D | -5.2% | +3.1% | -8.3% | -4.9% |
| 30D | -3.7% | +1.1% | -4.9% | -3.4% |
| 3M | +26.8% | -3.2% | +30.0% | +26.9% |
| 6M | +47.3% | +12.7% | +34.6% | +49.5% |
| YTD | +105.4% | +1.6% | +103.9% | +108.5% |
| 1Y | +96.9% | +5.9% | +91.1% | +103.8% |
| All | +96.9% | +8.5% | +88.4% | +103.8% |
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