+11.1%
RDW vs AFRM
+8.5%
+2.5%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | +5.0% | -10.0% | -8.0% |
| 7D | -14.3% | +3.1% | -17.4% | -16.1% |
| 30D | -26.0% | +1.1% | -27.1% | -27.0% |
| 3M | -27.4% | -3.2% | -24.1% | -27.7% |
| 6M | -10.6% | +12.7% | -23.3% | -20.7% |
| YTD | +1.6% | +1.6% | 0.0% | -0.9% |
| 1Y | +11.1% | +5.9% | +5.2% | +7.6% |
| All | +11.1% | +8.5% | +2.5% | +7.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling