+15.7%
RF vs AFRM
-15.0%
+30.7%
-18.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.6% | +2.6% | +0.3% |
| 7D | +1.3% | -7.0% | +8.3% | +2.3% |
| 30D | -3.6% | -7.8% | +4.2% | -2.7% |
| 3M | +8.1% | +5.3% | +2.8% | +6.7% |
| 6M | +11.5% | +42.6% | -31.2% | +3.7% |
| YTD | +15.6% | -2.8% | +18.4% | +13.0% |
| 1Y | +15.7% | -19.3% | +35.0% | +11.3% |
| All | +15.7% | -15.0% | +30.7% | +11.3% |
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 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