-46.3%
RBLX vs AFRM
-21.7%
-24.6%
-82.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.4% | +3.9% | +3.6% |
| 7D | +10.2% | +3.1% | +7.1% | +9.0% |
| 30D | +18.6% | -4.2% | +22.8% | +19.9% |
| 3M | +6.0% | +10.1% | -4.2% | +2.5% |
| 6M | -29.5% | +39.4% | -68.9% | -37.9% |
| YTD | -44.7% | -3.2% | -41.5% | -45.4% |
| 1Y | -65.1% | -16.1% | -49.0% | -64.4% |
| 3Y | +54.5% | +220.8% | -166.3% | -25.6% |
| 5Y | -46.3% | -17.7% | -28.7% | -68.5% |
| All | -46.3% | -21.7% | -24.6% | -68.5% |
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