+81.8%
RIG vs AFRM
-20.8%
+102.6%
-35.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -5.5% | +4.6% | -1.0% |
| 7D | -8.2% | -8.0% | -0.2% | -8.4% |
| 30D | -0.2% | -9.8% | +9.6% | -0.5% |
| 3M | -2.7% | +4.7% | -7.4% | -2.9% |
| 6M | -7.5% | +34.1% | -41.6% | -8.4% |
| YTD | +38.3% | -8.4% | +46.7% | +41.0% |
| 1Y | +81.8% | -22.9% | +104.8% | +88.0% |
| All | +81.8% | -20.8% | +102.6% | +88.0% |
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