+160.7%
SPMO vs AFRM
+221.8%
-61.1%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.4% | +0.9% | +0.5% |
| 7D | +3.4% | +3.1% | +0.3% | +3.0% |
| 30D | +0.5% | -4.2% | +4.7% | +0.9% |
| 3M | +1.9% | +10.1% | -8.2% | +0.3% |
| 6M | +27.8% | +39.4% | -11.6% | +21.8% |
| YTD | +26.7% | -3.2% | +29.8% | +25.5% |
| 1Y | +28.9% | -16.1% | +45.0% | +29.1% |
| 3Y | +160.7% | +220.8% | -60.1% | +121.4% |
| All | +160.7% | +221.8% | -61.1% | +121.4% |
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