+14.7%
QLD vs AFRM
+8.5%
+6.1%
-23.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +5.0% | -3.1% | +0.3% |
| 7D | -9.4% | +3.1% | -12.5% | -10.3% |
| 30D | -17.1% | +1.1% | -18.2% | -17.6% |
| 3M | -10.4% | -3.2% | -7.2% | -10.2% |
| 6M | +0.7% | +12.7% | -11.9% | -4.5% |
| YTD | +17.7% | +1.6% | +16.2% | +11.1% |
| 1Y | +14.7% | +5.9% | +8.8% | +6.7% |
| All | +14.7% | +8.5% | +6.1% | +6.7% |
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 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