+11.0%
TQQQ vs AFRM
-16.7%
+27.8%
-41.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -1.1% | -2.6% | -3.1% |
| 7D | +10.4% | -4.4% | +14.8% | +13.1% |
| 30D | -22.2% | -7.7% | -14.5% | -18.3% |
| 3M | -25.1% | -16.9% | -8.2% | -17.8% |
| 6M | -25.0% | +2.5% | -27.5% | -25.8% |
| YTD | +10.1% | -12.5% | +22.6% | +10.6% |
| 1Y | +11.0% | -11.0% | +22.1% | +14.0% |
| All | +11.0% | -16.7% | +27.8% | +14.0% |
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