+47.4%
TER vs AFRM
-13.2%
+60.6%
-56.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -2.9% | +2.2% | -0.1% |
| 7D | +24.0% | -5.5% | +29.5% | +25.6% |
| 30D | -30.6% | -15.5% | -15.2% | -27.8% |
| 3M | -34.5% | -10.3% | -24.2% | -33.1% |
| 6M | -26.4% | +0.6% | -27.0% | -27.3% |
| YTD | +36.4% | -11.5% | +48.0% | +36.2% |
| 1Y | +47.4% | -16.6% | +64.0% | +57.4% |
| All | +47.4% | -13.2% | +60.6% | +57.4% |
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