+256.5%
TQQQ vs AFRM
+212.2%
+44.4%
-58.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.4% | +0.1% | -0.1% |
| 7D | +4.4% | +3.1% | +1.3% | +3.0% |
| 30D | -3.1% | -4.2% | +1.1% | -1.9% |
| 3M | -5.2% | +10.1% | -15.3% | -8.8% |
| 6M | +52.4% | +39.4% | +13.0% | +33.7% |
| YTD | +37.4% | -3.2% | +40.6% | +36.4% |
| 1Y | +56.0% | -16.1% | +72.0% | +61.2% |
| All | +256.5% | +212.2% | +44.4% | +135.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling