+13.0%
SBUX vs AFRM
-20.7%
+33.7%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.4% | -2.0% | -2.3% |
| 7D | -3.9% | +3.1% | -7.0% | -4.2% |
| 30D | -2.8% | -4.2% | +1.4% | -2.5% |
| 3M | +8.2% | +10.1% | -1.9% | +6.7% |
| 6M | +4.3% | +39.4% | -35.2% | -0.4% |
| YTD | +23.3% | -3.2% | +26.5% | +22.2% |
| 1Y | +24.3% | -16.1% | +40.4% | +24.5% |
| 3Y | +15.5% | +220.8% | -205.3% | -5.3% |
| 5Y | -2.7% | -17.7% | +15.0% | -22.0% |
| All | +13.0% | -20.7% | +33.7% | -9.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling