+52.5%
SOXX vs AFRM
+8.5%
+44.0%
-31.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +5.0% | -8.2% | -4.2% |
| 7D | -13.7% | +3.1% | -16.8% | -14.3% |
| 30D | -23.6% | +1.1% | -24.7% | -23.9% |
| 3M | -16.9% | -3.2% | -13.6% | -16.8% |
| 6M | -2.4% | +12.7% | -15.1% | -6.2% |
| YTD | +49.8% | +1.6% | +48.3% | +44.8% |
| 1Y | +52.5% | +5.9% | +46.7% | +45.9% |
| All | +52.5% | +8.5% | +44.0% | +45.9% |
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