+80.9%
RSP vs AFRM
-23.4%
+104.3%
-21.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -7.8% | +5.0% | -2.2% |
| 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% | -0.2% |
| 6M | +7.5% | +4.3% | +3.3% | +6.5% |
| YTD | +14.6% | -6.4% | +21.0% | +13.9% |
| 1Y | +17.6% | -2.6% | +20.2% | +16.3% |
| 3Y | +60.8% | +210.6% | -149.8% | +37.3% |
| 5Y | +46.1% | -57.6% | +103.7% | +23.9% |
| All | +80.9% | -23.4% | +104.3% | +50.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling