+304.9%
SOXL vs AFRM
-24.5%
+329.3%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.0% | -0.2% | -7.8% | -7.9% |
| 7D | +8.5% | -8.5% | +16.9% | +14.3% |
| 30D | -13.0% | -11.4% | -1.6% | -7.5% |
| 3M | -35.9% | +8.2% | -44.2% | -40.1% |
| 6M | +112.1% | +36.6% | +75.4% | +73.2% |
| YTD | +175.4% | -8.7% | +184.1% | +180.2% |
| 1Y | +304.9% | -19.9% | +324.8% | +340.5% |
| All | +304.9% | -24.5% | +329.3% | +340.5% |
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