+226.8%
SOXX vs AFRM
+209.4%
+17.4%
-41.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +5.1% | -3.2% | +0.9% |
| 7D | +1.4% | -1.3% | +2.6% | +1.6% |
| 30D | -3.6% | -2.7% | -0.9% | -3.4% |
| 3M | -10.2% | +7.4% | -17.6% | -11.8% |
| 6M | +54.2% | +40.7% | +13.6% | +43.6% |
| YTD | +75.2% | -4.0% | +79.2% | +73.3% |
| 1Y | +107.5% | -12.2% | +119.8% | +107.0% |
| 3Y | +226.8% | +203.1% | +23.7% | +155.4% |
| All | +226.8% | +209.4% | +17.4% | +155.4% |
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