+101.7%
TQQQ vs AFRM
-22.6%
+124.3%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -5.5% | +4.6% | +1.5% |
| 7D | +2.8% | -8.0% | +10.8% | +6.4% |
| 30D | -3.0% | -9.8% | +6.7% | +0.8% |
| 3M | -2.7% | +4.7% | -7.4% | -5.0% |
| 6M | +45.4% | +34.1% | +11.3% | +27.6% |
| YTD | +36.3% | -8.4% | +44.7% | +38.5% |
| 1Y | +53.4% | -22.9% | +76.3% | +65.3% |
| 3Y | +265.6% | +203.3% | +62.3% | +82.1% |
| 5Y | +101.7% | -26.0% | +127.7% | +29.4% |
| All | +101.7% | -22.6% | +124.3% | +29.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling