-5.3%
SYK vs AFRM
+8.5%
-13.8%
-30.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.4% | +5.0% | +4.3% | +9.0% |
| 7D | +11.7% | +3.1% | +8.6% | +11.5% |
| 30D | +19.1% | +1.1% | +18.0% | +18.8% |
| 3M | +1.4% | -3.2% | +4.7% | +1.3% |
| 6M | +17.4% | +12.7% | +4.8% | +16.7% |
| YTD | -2.5% | +1.6% | -4.1% | -2.6% |
| 1Y | -5.3% | +5.9% | -11.1% | -5.4% |
| All | -5.3% | +8.5% | -13.8% | -5.4% |
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