-7.6%
SPOT vs AFRM
-13.2%
+5.6%
-36.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -2.9% | +1.2% | -1.1% |
| 7D | -2.6% | -5.5% | +2.9% | -1.4% |
| 30D | +13.5% | -15.5% | +28.9% | +17.3% |
| 3M | +22.2% | -10.3% | +32.5% | +24.3% |
| 6M | +38.3% | +0.6% | +37.7% | +35.3% |
| YTD | +3.1% | -11.5% | +14.6% | -1.7% |
| 1Y | -7.6% | -16.6% | +9.0% | -10.6% |
| All | -7.6% | -13.2% | +5.6% | -10.6% |
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