+299.2%
SOXX vs AFRM
-25.2%
+324.4%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.2% | -2.5% | -2.7% |
| 7D | +3.0% | -8.5% | +11.5% | +4.6% |
| 30D | -3.1% | -11.4% | +8.2% | -1.3% |
| 3M | -4.4% | +8.2% | -12.6% | -6.2% |
| 6M | +52.9% | +36.6% | +16.3% | +43.3% |
| YTD | +72.0% | -8.7% | +80.7% | +71.9% |
| 1Y | +105.1% | -19.9% | +125.0% | +108.2% |
| 3Y | +220.6% | +202.6% | +18.0% | +135.9% |
| 5Y | +244.8% | -45.0% | +289.8% | +170.1% |
| All | +299.2% | -25.2% | +324.4% | +201.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling