+62.7%
UBER vs AFRM
+232.3%
-169.6%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.6% | +2.4% | +0.2% |
| 7D | -3.9% | -7.0% | +3.1% | -2.6% |
| 30D | +11.1% | -7.8% | +18.9% | +12.7% |
| 3M | +4.9% | +5.3% | -0.4% | +3.5% |
| 6M | -1.2% | +42.6% | -43.8% | -8.5% |
| YTD | -7.3% | -2.8% | -4.5% | -8.5% |
| 1Y | -17.6% | -19.3% | +1.7% | -16.6% |
| All | +62.7% | +232.3% | -169.6% | +13.2% |
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