+59.7%
RGTI vs AFRM
+6.4%
+53.3%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -0.4% | +4.4% | +4.2% |
| 7D | +5.5% | +3.1% | +2.4% | +4.1% |
| 30D | -11.9% | -4.2% | -7.7% | -10.7% |
| 3M | -27.4% | +10.1% | -37.5% | -30.2% |
| 6M | -7.1% | +39.4% | -46.5% | -17.9% |
| YTD | -28.6% | -3.2% | -25.5% | -28.3% |
| 1Y | +4.4% | -16.1% | +20.4% | +9.4% |
| 3Y | +698.5% | +220.8% | +477.7% | +389.9% |
| 5Y | +64.2% | -17.7% | +81.8% | -2.5% |
| All | +59.7% | +6.4% | +53.3% | -5.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling