+15.6%
SNPS vs AFRM
-16.7%
+32.3%
-31.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.1% | -0.5% | -1.3% |
| 7D | +1.1% | -4.4% | +5.5% | +2.2% |
| 30D | -5.2% | -7.7% | +2.5% | -3.4% |
| 3M | +10.6% | -16.9% | +27.4% | +15.1% |
| 6M | -10.6% | +2.5% | -13.1% | -12.7% |
| YTD | -3.1% | -12.5% | +9.4% | -4.3% |
| 1Y | +15.6% | -11.0% | +26.6% | +14.8% |
| All | +15.6% | -16.7% | +32.3% | +14.8% |
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