+216.7%
SMH vs AFRM
-58.9%
+275.6%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -2.2% | +5.9% | +4.0% |
| 7D | -11.2% | -7.3% | -3.9% | -9.9% |
| 30D | -25.8% | -9.6% | -16.2% | -24.4% |
| 3M | -18.8% | -11.1% | -7.8% | -17.5% |
| 6M | -15.6% | +3.9% | -19.5% | -17.0% |
| YTD | +28.8% | -8.5% | +37.3% | +28.3% |
| 1Y | +32.6% | +3.3% | +29.3% | +28.5% |
| 3Y | +213.6% | +213.7% | -0.1% | +123.9% |
| All | +216.7% | -58.9% | +275.6% | +174.0% |
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