+29.0%
U vs AFRM
-4.3%
+33.2%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -2.2% | +7.7% | +6.4% |
| 7D | +36.6% | -7.3% | +43.9% | +39.8% |
| 30D | +13.3% | -9.6% | +22.9% | +17.5% |
| 3M | +26.2% | -11.1% | +37.2% | +30.7% |
| 6M | +88.7% | +3.9% | +84.9% | +79.9% |
| YTD | +16.6% | -8.5% | +25.1% | +9.5% |
| 1Y | +29.0% | +3.3% | +25.7% | +17.7% |
| All | +29.0% | -4.3% | +33.2% | +17.7% |
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