+233.2%
SOXL vs AFRM
+195.9%
+37.2%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -2.9% | +2.2% | +1.0% |
| 7D | +60.3% | -5.5% | +65.8% | +65.6% |
| 30D | -48.6% | -15.5% | -33.2% | -41.9% |
| 3M | -53.9% | -10.3% | -43.6% | -50.6% |
| 6M | -62.0% | +0.6% | -62.6% | -61.2% |
| YTD | +56.0% | -11.5% | +67.6% | +66.4% |
| 1Y | +50.0% | -16.6% | +66.6% | +65.8% |
| All | +233.2% | +195.9% | +37.2% | +144.7% |
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