+96.5%
STM vs AFRM
+8.5%
+87.9%
-44.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | +5.0% | -11.1% | -7.3% |
| 7D | -6.0% | +3.1% | -9.1% | -6.8% |
| 30D | -20.9% | +1.1% | -22.1% | -21.3% |
| 3M | -15.8% | -3.2% | -12.5% | -15.7% |
| 6M | -17.0% | +12.7% | -29.7% | -20.4% |
| YTD | +76.8% | +1.6% | +75.2% | +68.0% |
| 1Y | +96.5% | +5.9% | +90.6% | +86.1% |
| All | +96.5% | +8.5% | +87.9% | +86.1% |
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