+123.3%
QQQM vs AFRM
-28.4%
+151.7%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.1% | -0.1% | -1.1% |
| 7D | +3.6% | -4.4% | +8.0% | +4.2% |
| 30D | -6.7% | -7.7% | +0.9% | -5.8% |
| 3M | -7.0% | -16.9% | +9.9% | -5.1% |
| 6M | -4.6% | +2.5% | -7.1% | -5.6% |
| YTD | +11.1% | -12.5% | +23.6% | +11.4% |
| 1Y | +12.3% | -11.0% | +23.3% | +12.1% |
| 3Y | +83.6% | +184.6% | -100.9% | +47.6% |
| 5Y | +78.1% | -56.3% | +134.4% | +46.6% |
| All | +123.3% | -28.4% | +151.7% | +77.2% |
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