+101.7%
SMR vs AFRM
+192.6%
-90.9%
-91.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -1.1% | -2.2% | -2.8% |
| 7D | -8.3% | -4.4% | -3.9% | -6.1% |
| 30D | -20.1% | -7.7% | -12.4% | -16.6% |
| 3M | -52.7% | -16.9% | -35.8% | -48.6% |
| 6M | -61.0% | +2.5% | -63.5% | -61.7% |
| YTD | -67.1% | -12.5% | -54.6% | -65.3% |
| 1Y | -79.9% | -11.0% | -68.8% | -79.0% |
| 3Y | +101.7% | +184.6% | -82.8% | +19.1% |
| All | +101.7% | +192.6% | -90.9% | +19.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling