-94.7%
SQQQ vs AFRM
-22.6%
-72.1%
-97.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -5.5% | +6.3% | -1.5% |
| 7D | -2.7% | -8.0% | +5.3% | -6.0% |
| 30D | +2.4% | -9.8% | +12.2% | -1.4% |
| 3M | -8.0% | +4.7% | -12.7% | -3.4% |
| 6M | -43.9% | +34.1% | -78.1% | -32.3% |
| YTD | -42.2% | -8.4% | -33.8% | -39.5% |
| 1Y | -51.8% | -22.9% | -28.9% | -51.4% |
| 3Y | -89.7% | +203.3% | -293.0% | -73.1% |
| 5Y | -94.7% | -26.0% | -68.7% | -81.3% |
| All | -94.7% | -22.6% | -72.1% | -81.3% |
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