+18.8%
SBUX vs AFRM
-27.6%
+46.4%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -2.9% | +0.6% | -2.1% |
| 7D | +1.0% | -5.5% | +6.5% | +1.7% |
| 30D | +16.6% | -15.5% | +32.1% | +18.6% |
| 3M | -0.6% | -10.3% | +9.7% | +0.2% |
| 6M | +1.8% | +0.6% | +1.2% | +0.9% |
| YTD | +29.7% | -11.5% | +41.2% | +29.5% |
| 1Y | +26.1% | -16.6% | +42.7% | +26.5% |
| 3Y | +10.3% | +193.5% | -183.3% | -8.2% |
| 5Y | +7.6% | -55.8% | +63.4% | -12.0% |
| All | +18.8% | -27.6% | +46.4% | -4.3% |
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 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