+208.0%
RDDT vs AFRM
+77.3%
+130.6%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -0.2% | +6.3% | +6.2% |
| 7D | -0.4% | -8.5% | +8.1% | +3.9% |
| 30D | -0.5% | -11.4% | +10.8% | +5.2% |
| 3M | -9.8% | +8.2% | -18.0% | -12.8% |
| 6M | +15.8% | +36.6% | -20.8% | +0.7% |
| YTD | -32.4% | -8.7% | -23.8% | -30.4% |
| 1Y | -40.0% | -19.9% | -20.1% | -35.3% |
| All | +208.0% | +77.3% | +130.6% | +143.5% |
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