+25.0%
ROK vs AFRM
+8.5%
+16.5%
-18.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +5.0% | -5.6% | -1.3% |
| 7D | 0.0% | +3.1% | -3.1% | -0.5% |
| 30D | -2.5% | +1.1% | -3.6% | -2.8% |
| 3M | 0.0% | -3.2% | +3.2% | +0.1% |
| 6M | +11.6% | +12.7% | -1.1% | +8.1% |
| YTD | +15.2% | +1.6% | +13.6% | +11.7% |
| 1Y | +25.0% | +5.9% | +19.1% | +20.4% |
| All | +25.0% | +8.5% | +16.5% | +20.4% |
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 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