+86.2%
SU vs AFRM
+8.5%
+77.6%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +5.0% | -9.5% | -3.9% |
| 7D | -7.1% | +3.1% | -10.2% | -6.7% |
| 30D | +4.8% | +1.1% | +3.6% | +5.2% |
| 3M | +12.5% | -3.2% | +15.7% | +12.7% |
| 6M | +6.5% | +12.7% | -6.2% | +8.8% |
| YTD | +65.8% | +1.6% | +64.2% | +71.2% |
| 1Y | +86.2% | +5.9% | +80.3% | +93.7% |
| All | +86.2% | +8.5% | +77.6% | +93.7% |
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 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