+404.4%
SNXX vs AFRM
-4.3%
+408.7%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.0% | -0.2% | -7.7% | -7.9% |
| 7D | +16.8% | -8.5% | +25.3% | +21.0% |
| 30D | +65.3% | -11.4% | +76.7% | +72.0% |
| 3M | -34.8% | +8.2% | -43.0% | -35.4% |
| 6M | +255.1% | +36.6% | +218.5% | +234.6% |
| All | +404.4% | -4.3% | +408.7% | +223.0% |
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 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