+83.1%
PSX vs AFRM
-4.3%
+87.3%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.2% | +1.7% | -0.7% |
| 7D | -13.1% | -7.3% | -5.8% | -13.5% |
| 30D | -9.5% | -9.6% | 0.0% | -9.9% |
| 3M | +20.2% | -11.1% | +31.3% | +19.6% |
| 6M | +44.9% | +3.9% | +41.0% | +46.0% |
| YTD | +94.4% | -8.5% | +102.9% | +96.2% |
| 1Y | +83.1% | +3.3% | +79.8% | +88.3% |
| All | +83.1% | -4.3% | +87.3% | +88.3% |
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