-9.3%
SMCI vs AFRM
-20.8%
+11.5%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -5.5% | +2.1% | -1.5% |
| 7D | +5.2% | -8.0% | +13.2% | +8.1% |
| 30D | +23.7% | -9.8% | +33.5% | +27.4% |
| 3M | -4.2% | +4.7% | -8.9% | -7.3% |
| 6M | +21.7% | +34.1% | -12.4% | +7.8% |
| YTD | +33.0% | -8.4% | +41.4% | +29.5% |
| 1Y | -9.3% | -22.9% | +13.6% | -9.3% |
| All | -9.3% | -20.8% | +11.5% | -9.3% |
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