+93.4%
SMH vs AFRM
-20.8%
+114.2%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -5.5% | +5.5% | +1.2% |
| 7D | +4.3% | -8.0% | +12.3% | +6.0% |
| 30D | +0.9% | -9.8% | +10.6% | +2.6% |
| 3M | -2.8% | +4.7% | -7.5% | -4.4% |
| 6M | +45.6% | +34.1% | +11.5% | +36.0% |
| YTD | +59.5% | -8.4% | +67.9% | +58.2% |
| 1Y | +93.4% | -22.9% | +116.4% | +94.1% |
| All | +93.4% | -20.8% | +114.2% | +94.1% |
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