-71.7%
PYPL vs AFRM
-55.6%
-16.1%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -2.9% | +1.0% | -1.3% |
| 7D | -1.1% | -5.5% | +4.4% | +0.2% |
| 30D | +3.8% | -15.5% | +19.3% | +7.7% |
| 3M | -1.3% | -10.3% | +9.0% | +0.6% |
| 6M | +29.0% | +0.6% | +28.4% | +26.8% |
| YTD | +0.7% | -11.5% | +12.3% | +0.9% |
| 1Y | -12.3% | -16.6% | +4.3% | -11.3% |
| 3Y | +7.6% | +193.5% | -185.9% | -30.0% |
| 5Y | -71.7% | -55.8% | -15.9% | -74.8% |
| All | -71.7% | -55.6% | -16.1% | -74.8% |
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 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