+95.2%
QQQM vs AFRM
-22.6%
+117.8%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -5.5% | +5.2% | +0.5% |
| 7D | +1.0% | -8.0% | +9.0% | +2.2% |
| 30D | -0.6% | -9.8% | +9.1% | +0.6% |
| 3M | +1.3% | +4.7% | -3.4% | +0.3% |
| 6M | +18.2% | +34.1% | -15.9% | +12.4% |
| YTD | +16.9% | -8.4% | +25.4% | +16.8% |
| 1Y | +24.0% | -22.9% | +47.0% | +26.0% |
| 3Y | +96.0% | +203.3% | -107.3% | +51.2% |
| 5Y | +95.2% | -26.0% | +121.2% | +53.9% |
| All | +95.2% | -22.6% | +117.8% | +53.9% |
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 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