+35.8%
TRV vs AFRM
-16.2%
+52.0%
-8.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.4% | -0.6% | -1.0% |
| 7D | +0.5% | +3.1% | -2.6% | +0.5% |
| 30D | -4.9% | -4.2% | -0.6% | -4.9% |
| 3M | +23.7% | +10.1% | +13.6% | +23.8% |
| 6M | +20.3% | +39.4% | -19.1% | +19.5% |
| YTD | +27.1% | -3.2% | +30.2% | +26.3% |
| All | +35.8% | -16.2% | +52.0% | +32.7% |
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