+113.0%
SPOT vs AFRM
-23.1%
+136.0%
-76.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -2.6% | -0.5% | -2.6% |
| 7D | -0.9% | -7.0% | +6.0% | +0.6% |
| 30D | +12.5% | -7.8% | +20.3% | +14.3% |
| 3M | +9.9% | +5.3% | +4.6% | +7.7% |
| 6M | +1.6% | +42.6% | -41.1% | -7.6% |
| YTD | -6.6% | -2.8% | -3.8% | -7.9% |
| 1Y | -22.9% | -19.3% | -3.6% | -21.8% |
| 3Y | +244.3% | +231.0% | +13.3% | +114.9% |
| All | +113.0% | -23.1% | +136.0% | +51.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling