+365.4%
STX vs AFRM
-15.0%
+380.4%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -2.6% | +9.0% | +6.6% |
| 7D | +2.4% | -7.0% | +9.3% | +3.1% |
| 30D | +1.4% | -7.8% | +9.2% | +2.2% |
| 3M | -8.2% | +5.3% | -13.5% | -9.5% |
| 6M | +127.0% | +42.6% | +84.4% | +116.1% |
| YTD | +209.1% | -2.8% | +211.9% | +202.3% |
| 1Y | +365.4% | -19.3% | +384.7% | +383.5% |
| All | +365.4% | -15.0% | +380.4% | +383.5% |
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 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