+132.6%
RTX vs AFRM
-58.9%
+191.5%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.2% | +1.0% | -1.1% |
| 7D | -5.1% | -7.3% | +2.2% | -4.8% |
| 30D | +5.1% | -9.6% | +14.7% | +5.6% |
| 3M | -14.8% | -11.1% | -3.8% | -14.5% |
| 6M | +8.0% | +3.9% | +4.2% | +7.4% |
| YTD | +4.5% | -8.5% | +13.0% | +4.2% |
| 1Y | +9.8% | +3.3% | +6.6% | +8.7% |
| 3Y | +144.2% | +213.7% | -69.5% | +121.6% |
| All | +132.6% | -58.9% | +191.5% | +114.9% |
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