+150.6%
RTX vs AFRM
+232.3%
-81.7%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.6% | +2.0% | -0.6% |
| 7D | -5.2% | -7.0% | +1.8% | -4.9% |
| 30D | -9.4% | -7.8% | -1.6% | -9.1% |
| 3M | +12.3% | +5.3% | +7.0% | +11.9% |
| 6M | -3.1% | +42.6% | -45.8% | -4.9% |
| YTD | +10.7% | -2.8% | +13.5% | +10.3% |
| 1Y | +28.4% | -19.3% | +47.7% | +28.7% |
| All | +150.6% | +232.3% | -81.7% | +123.3% |
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