+5.5%
TEM vs AFRM
-4.3%
+9.8%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.0% | -2.2% | +10.2% | +9.1% |
| 7D | +5.3% | -7.3% | +12.6% | +9.4% |
| 30D | +8.1% | -9.6% | +17.7% | +13.3% |
| 3M | +64.9% | -11.1% | +76.0% | +73.0% |
| 6M | +42.1% | +3.9% | +38.3% | +38.9% |
| YTD | +28.8% | -8.5% | +37.3% | +21.8% |
| 1Y | +5.5% | +3.3% | +2.2% | -3.5% |
| All | +5.5% | -4.3% | +9.8% | -3.5% |
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