+357.4%
SOXL vs AFRM
-15.0%
+372.4%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | -2.6% | +12.5% | +11.5% |
| 7D | +5.3% | -7.0% | +12.3% | +9.9% |
| 30D | -11.2% | -7.8% | -3.4% | -7.8% |
| 3M | -55.4% | +5.3% | -60.7% | -56.7% |
| 6M | +107.1% | +42.6% | +64.5% | +65.4% |
| YTD | +179.0% | -2.8% | +181.8% | +172.9% |
| 1Y | +357.4% | -19.3% | +376.7% | +373.0% |
| All | +357.4% | -15.0% | +372.4% | +373.0% |
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 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