-80.9%
SMR vs AFRM
-10.2%
-70.6%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.1% | -0.1% | +7.2% | +7.2% |
| 7D | +1.7% | -7.5% | +9.2% | +7.3% |
| 30D | -24.4% | -15.7% | -8.7% | -15.0% |
| 3M | -44.6% | -9.6% | -35.0% | -41.4% |
| 6M | -56.7% | +6.3% | -62.9% | -59.5% |
| YTD | -61.6% | -8.6% | -53.0% | -61.0% |
| All | -80.9% | -10.2% | -70.6% | -79.4% |
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