-8.2%
RIG vs AFRM
+48.4%
-56.6%
-35.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -2.6% | -0.2% | -3.1% |
| 7D | +0.9% | -7.0% | +7.8% | -0.2% |
| 30D | +13.8% | -7.8% | +21.6% | +12.5% |
| 3M | -6.4% | +5.3% | -11.7% | -5.7% |
| 6M | -8.2% | +42.6% | -50.8% | -6.4% |
| All | -8.2% | +48.4% | -56.6% | -6.4% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling