+25.6%
QQQ vs AFRM
-15.0%
+40.6%
-12.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.6% | +2.8% | +0.6% |
| 7D | +0.4% | -7.0% | +7.3% | +1.5% |
| 30D | +0.2% | -7.8% | +8.0% | +1.4% |
| 3M | -2.8% | +5.3% | -8.1% | -4.1% |
| 6M | +18.0% | +42.6% | -24.7% | +10.6% |
| YTD | +17.3% | -2.8% | +20.1% | +15.2% |
| 1Y | +25.6% | -19.3% | +44.9% | +24.9% |
| All | +25.6% | -15.0% | +40.6% | +24.9% |
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