+28.5%
SCHD vs AFRM
-24.3%
+52.8%
-4.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -5.5% | +4.5% | -0.8% |
| 7D | -2.6% | -8.0% | +5.4% | -2.5% |
| 30D | -0.3% | -9.8% | +9.5% | -0.1% |
| 3M | +6.1% | +4.7% | +1.4% | +6.0% |
| 6M | +11.7% | +34.1% | -22.4% | +10.7% |
| YTD | +26.3% | -8.4% | +34.8% | +26.2% |
| All | +28.5% | -24.3% | +52.8% | +26.9% |
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 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