+238.6%
RDW vs AFRM
+194.5%
+44.2%
-80.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.2% | +1.8% | +1.7% |
| 7D | +4.8% | -8.5% | +13.3% | +8.6% |
| 30D | -19.5% | -11.4% | -8.2% | -16.0% |
| 3M | -26.9% | +8.2% | -35.1% | -30.1% |
| 6M | +17.8% | +36.6% | -18.8% | +3.9% |
| YTD | +43.0% | -8.7% | +51.7% | +46.8% |
| 1Y | +32.1% | -19.9% | +52.0% | +40.9% |
| All | +238.6% | +194.5% | +44.2% | +132.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling