-4.9%
SHOP vs AFRM
+8.5%
-13.5%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +5.0% | +2.3% | +4.7% |
| 7D | -9.0% | +3.1% | -12.1% | -10.3% |
| 30D | -4.4% | +1.1% | -5.5% | -5.4% |
| 3M | +24.1% | -3.2% | +27.4% | +25.2% |
| 6M | +20.0% | +12.7% | +7.3% | +10.9% |
| YTD | -4.9% | +1.6% | -6.5% | -13.8% |
| 1Y | -4.9% | +5.9% | -10.8% | -15.3% |
| All | -4.9% | +8.5% | -13.5% | -15.3% |
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 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