+10.9%
SBUX vs AFRM
+192.6%
-181.7%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.1% | +0.9% | 0.0% |
| 7D | +1.6% | -4.4% | +6.0% | +2.1% |
| 30D | +14.8% | -7.7% | +22.5% | +15.9% |
| 3M | -0.8% | -16.9% | +16.1% | +1.1% |
| 6M | +2.2% | +2.5% | -0.3% | +0.9% |
| YTD | +29.5% | -12.5% | +42.0% | +29.1% |
| 1Y | +27.0% | -11.0% | +38.1% | +26.2% |
| 3Y | +10.9% | +184.6% | -173.6% | +0.3% |
| All | +10.9% | +192.6% | -181.7% | +0.3% |
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