-41.6%
ROKU vs AFRM
-54.8%
+13.2%
-86.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.2% | +2.3% | +1.0% |
| 7D | +3.5% | -7.3% | +10.8% | +6.5% |
| 30D | +5.1% | -9.6% | +14.7% | +8.6% |
| 3M | +7.0% | -11.1% | +18.0% | +10.0% |
| 6M | +25.4% | +3.9% | +21.6% | +18.5% |
| YTD | +48.0% | -8.5% | +56.4% | +45.4% |
| 1Y | +53.1% | +3.3% | +49.9% | +40.8% |
| 3Y | +92.7% | +213.7% | -121.0% | -11.5% |
| All | -41.6% | -54.8% | +13.2% | -56.5% |
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