+32.7%
SBUX vs AFRM
-10.2%
+42.9%
-16.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | -0.1% | +3.9% | +3.8% |
| 7D | +4.8% | -7.5% | +12.4% | +5.9% |
| 30D | +20.6% | -15.7% | +36.3% | +22.9% |
| 3M | +4.3% | -9.6% | +13.8% | +5.1% |
| 6M | +5.5% | +6.3% | -0.8% | +3.2% |
| YTD | +32.3% | -8.6% | +40.9% | +28.5% |
| All | +32.7% | -10.2% | +42.9% | +30.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling