+56.8%
QQQI vs AFRM
+58.0%
-1.2%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.2% | -0.7% | -0.9% |
| 7D | -1.0% | -8.5% | +7.4% | 0.0% |
| 30D | -0.6% | -11.4% | +10.8% | +0.7% |
| 3M | +3.4% | +8.2% | -4.9% | +2.1% |
| 6M | +10.6% | +36.6% | -26.0% | +5.9% |
| YTD | +10.3% | -8.7% | +19.0% | +10.1% |
| 1Y | +16.3% | -19.9% | +36.2% | +17.1% |
| All | +56.8% | +58.0% | -1.2% | +40.1% |
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