+86.2%
TGT vs AFRM
-16.2%
+102.4%
-13.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.4% | -0.7% | -1.0% |
| 7D | -0.6% | +3.1% | -3.7% | -1.0% |
| 30D | +9.5% | -4.2% | +13.7% | +9.9% |
| 3M | +32.3% | +10.1% | +22.1% | +30.3% |
| 6M | +37.0% | +39.4% | -2.4% | +30.3% |
| YTD | +71.0% | -3.2% | +74.2% | +69.0% |
| All | +86.2% | -16.2% | +102.4% | +80.8% |
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