+43.4%
SMCI vs AFRM
+221.8%
-178.3%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2023-09-08 to 2026-09-08.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.4% | +2.1% | +1.8% |
| 7D | +9.7% | +3.1% | +6.6% | +8.6% |
| 30D | +29.3% | -4.2% | +33.5% | +30.4% |
| 3M | -8.5% | +10.1% | -18.6% | -11.8% |
| 6M | +28.6% | +39.4% | -10.8% | +15.1% |
| YTD | +37.5% | -3.2% | +40.7% | +35.8% |
| 1Y | +0.5% | -16.1% | +16.6% | +2.1% |
| 3Y | +43.4% | +220.8% | -177.3% | -0.2% |
| All | +43.4% | +221.8% | -178.3% | -0.2% |
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 2023-09-08 to 2026-09-08: 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…
2023-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling