+41.6%
SMH vs AFRM
-13.2%
+54.8%
-33.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.9% | +1.9% | -0.4% |
| 7D | +12.1% | -5.5% | +17.5% | +13.4% |
| 30D | -14.7% | -15.5% | +0.8% | -11.6% |
| 3M | -14.2% | -10.3% | -3.9% | -12.6% |
| 6M | -10.6% | +0.6% | -11.2% | -11.6% |
| YTD | +39.3% | -11.5% | +50.9% | +39.4% |
| 1Y | +41.6% | -16.6% | +58.2% | +47.5% |
| All | +41.6% | -13.2% | +54.8% | +47.5% |
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 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