+14.4%
SGOV vs AFRM
+194.5%
-180.1%
0.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.2% | +0.2% | 0.0% |
| 7D | +0.1% | -8.5% | +8.6% | +0.1% |
| 30D | +0.3% | -11.4% | +11.7% | +0.3% |
| 3M | +0.9% | +8.2% | -7.3% | +0.9% |
| 6M | +1.8% | +36.6% | -34.8% | +1.9% |
| YTD | +2.5% | -8.7% | +11.2% | +2.5% |
| 1Y | +3.8% | -19.9% | +23.7% | +3.8% |
| All | +14.4% | +194.5% | -180.1% | +14.3% |
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