+150.2%
PSX vs AFRM
+204.9%
-54.7%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +2.9% | +0.3% | +3.0% |
| 7D | -0.4% | -10.3% | +9.9% | +0.4% |
| 30D | -8.1% | -13.7% | +5.6% | -7.2% |
| 3M | +15.9% | -11.6% | +27.5% | +16.6% |
| 6M | +49.4% | +2.1% | +47.3% | +47.8% |
| YTD | +104.7% | -8.9% | +113.5% | +103.8% |
| 1Y | +89.1% | -9.7% | +98.8% | +88.0% |
| All | +150.2% | +204.9% | -54.7% | +120.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling