-37.6%
SMCI vs AFRM
+8.5%
-46.1%
-56.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | +5.0% | -10.7% | -7.4% |
| 7D | -17.3% | +3.1% | -20.4% | -18.3% |
| 30D | -31.5% | +1.1% | -32.6% | -31.8% |
| 3M | -6.6% | -3.2% | -3.4% | -6.4% |
| 6M | +6.0% | +12.7% | -6.7% | -0.8% |
| YTD | +1.1% | +1.6% | -0.4% | -6.6% |
| 1Y | -37.6% | +5.9% | -43.4% | -43.3% |
| All | -37.6% | +8.5% | -46.1% | -43.3% |
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