+58.6%
QQQI vs AFRM
+67.5%
-8.9%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.4% | +0.3% | 0.0% |
| 7D | +1.3% | +3.1% | -1.7% | +0.9% |
| 30D | +0.2% | -4.2% | +4.4% | +0.6% |
| 3M | +1.5% | +10.1% | -8.6% | 0.0% |
| 6M | +13.2% | +39.4% | -26.2% | +8.1% |
| YTD | +11.6% | -3.2% | +14.7% | +10.6% |
| 1Y | +18.0% | -16.1% | +34.1% | +18.1% |
| All | +58.6% | +67.5% | -8.9% | +40.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling