-7.9%
RGTI vs AFRM
-56.8%
+48.9%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -1.1% | -5.8% | -6.4% |
| 7D | -18.1% | -4.4% | -13.7% | -16.5% |
| 30D | -17.6% | -7.7% | -10.0% | -14.5% |
| 3M | -48.3% | -16.9% | -31.5% | -44.1% |
| 6M | -47.8% | +2.5% | -50.2% | -48.6% |
| YTD | -56.6% | -12.5% | -44.0% | -54.5% |
| 1Y | -61.8% | -11.0% | -50.8% | -60.4% |
| 3Y | +807.5% | +184.6% | +623.0% | +418.9% |
| All | -7.9% | -56.8% | +48.9% | -43.6% |
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 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