+292.8%
SPXL vs AFRM
-20.7%
+313.5%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.4% | -1.3% | -1.6% |
| 7D | +1.5% | +3.1% | -1.6% | +0.5% |
| 30D | -3.7% | -4.2% | +0.5% | -2.7% |
| 3M | +8.1% | +10.1% | -2.0% | +4.8% |
| 6M | +39.0% | +39.4% | -0.4% | +25.5% |
| YTD | +29.9% | -3.2% | +33.1% | +28.7% |
| 1Y | +46.6% | -16.1% | +62.7% | +49.5% |
| 3Y | +230.5% | +220.8% | +9.7% | +109.2% |
| 5Y | +140.2% | -17.7% | +157.8% | +60.3% |
| All | +292.8% | -20.7% | +313.5% | +158.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling