+36.3%
SMH vs AFRM
-10.2%
+46.5%
-33.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -0.1% | +5.2% | +5.1% |
| 7D | -4.1% | -7.5% | +3.4% | -2.4% |
| 30D | -19.2% | -15.7% | -3.5% | -16.3% |
| 3M | -16.4% | -9.6% | -6.8% | -14.9% |
| 6M | -14.0% | +6.3% | -20.2% | -15.8% |
| YTD | +35.3% | -8.6% | +43.9% | +34.5% |
| All | +36.3% | -10.2% | +46.5% | +38.3% |
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