+967.2%
SMCI vs AFRM
-22.6%
+989.7%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -5.5% | +2.1% | -2.2% |
| 7D | +5.2% | -8.0% | +13.2% | +7.0% |
| 30D | +23.7% | -9.8% | +33.5% | +26.0% |
| 3M | -4.2% | +4.7% | -8.9% | -5.5% |
| 6M | +21.7% | +34.1% | -12.4% | +14.2% |
| YTD | +33.0% | -8.4% | +41.4% | +33.8% |
| 1Y | -9.3% | -22.9% | +13.6% | -6.5% |
| 3Y | +38.7% | +203.3% | -164.6% | +8.1% |
| 5Y | +967.2% | -26.0% | +993.1% | +729.5% |
| All | +967.2% | -22.6% | +989.7% | +729.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling