+12.7%
SPMO vs AFRM
-13.2%
+25.9%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.9% | +3.0% | +0.5% |
| 7D | +9.8% | -5.5% | +15.3% | +10.7% |
| 30D | -9.2% | -15.5% | +6.3% | -6.9% |
| 3M | -11.0% | -10.3% | -0.7% | -9.8% |
| 6M | -6.6% | +0.6% | -7.3% | -7.6% |
| YTD | +13.3% | -11.5% | +24.9% | +11.9% |
| 1Y | +12.7% | -16.6% | +29.3% | +13.7% |
| All | +12.7% | -13.2% | +25.9% | +13.7% |
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 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