+63.6%
SU vs AFRM
-16.7%
+80.4%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.1% | +2.0% | +0.8% |
| 7D | +1.7% | -4.4% | +6.1% | +1.1% |
| 30D | -7.9% | -7.7% | -0.2% | -8.6% |
| 3M | +7.5% | -16.9% | +24.4% | +5.6% |
| 6M | +7.2% | +2.5% | +4.7% | +8.5% |
| YTD | +60.9% | -12.5% | +73.4% | +62.2% |
| 1Y | +63.6% | -11.0% | +74.7% | +67.9% |
| All | +63.6% | -16.7% | +80.4% | +67.9% |
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