+43.4%
SMH vs AFRM
+8.5%
+34.9%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +5.0% | -7.8% | -3.7% |
| 7D | -11.2% | +3.1% | -14.3% | -11.7% |
| 30D | -20.4% | +1.1% | -21.6% | -20.7% |
| 3M | -12.4% | -3.2% | -9.2% | -12.3% |
| 6M | -0.5% | +12.7% | -13.2% | -4.1% |
| YTD | +40.0% | +1.6% | +38.5% | +35.5% |
| 1Y | +43.4% | +5.9% | +37.5% | +37.3% |
| All | +43.4% | +8.5% | +34.9% | +37.3% |
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