+9.3%
SBUX vs AFRM
+203.8%
-194.5%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.2% | +1.5% | -0.4% |
| 7D | +1.7% | -7.3% | +9.0% | +2.6% |
| 30D | +12.6% | -9.6% | +22.2% | +13.8% |
| 3M | +0.8% | -11.1% | +11.9% | +1.8% |
| 6M | +0.2% | +3.9% | -3.7% | -1.3% |
| YTD | +27.4% | -8.5% | +35.9% | +26.4% |
| 1Y | +31.5% | +3.3% | +28.2% | +28.2% |
| 3Y | +9.3% | +213.7% | -204.5% | +1.9% |
| All | +9.3% | +203.8% | -194.5% | +1.9% |
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 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