+61.6%
RSP vs AFRM
+210.7%
-149.1%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -7.8% | +5.0% | -2.1% |
| 7D | -1.4% | -6.9% | +5.5% | -0.8% |
| 30D | +2.1% | -7.0% | +9.1% | +2.7% |
| 3M | -0.9% | -11.2% | +10.3% | -0.1% |
| 6M | +7.5% | +4.3% | +3.3% | +6.4% |
| YTD | +14.6% | -6.4% | +21.0% | +13.8% |
| 1Y | +17.6% | -2.6% | +20.2% | +16.1% |
| All | +61.6% | +210.7% | -149.1% | +44.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling