-43.0%
SWKS vs AFRM
-57.5%
+14.5%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -7.8% | +5.8% | -0.7% |
| 7D | -9.2% | -6.9% | -2.3% | -8.1% |
| 30D | -1.9% | -7.0% | +5.1% | -1.0% |
| 3M | +21.2% | -11.2% | +32.5% | +22.7% |
| 6M | +12.9% | +4.3% | +8.6% | +10.2% |
| YTD | +30.7% | -6.4% | +37.1% | +28.8% |
| 1Y | +14.1% | -2.6% | +16.7% | +11.1% |
| 3Y | -1.7% | +210.6% | -212.3% | -30.1% |
| 5Y | -43.0% | -57.6% | +14.6% | -53.1% |
| All | -43.0% | -57.5% | +14.5% | -53.1% |
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 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