+53.1%
RGTI vs AFRM
+0.4%
+52.7%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.2% | -0.3% | -0.4% |
| 7D | -0.1% | -8.5% | +8.4% | +3.3% |
| 30D | -16.2% | -11.4% | -4.8% | -12.6% |
| 3M | -22.0% | +8.2% | -30.3% | -24.6% |
| 6M | -10.8% | +36.6% | -47.4% | -20.6% |
| YTD | -31.6% | -8.7% | -22.9% | -29.7% |
| 1Y | -6.4% | -19.9% | +13.5% | -0.1% |
| 3Y | +665.7% | +202.6% | +463.1% | +380.3% |
| 5Y | +55.6% | -45.0% | +100.7% | -5.3% |
| All | +53.1% | +0.4% | +52.7% | -7.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling