+20.1%
W vs AFRM
-15.0%
+35.1%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -2.6% | +5.2% | +3.7% |
| 7D | -4.2% | -7.0% | +2.8% | -1.0% |
| 30D | -7.6% | -7.8% | +0.2% | -4.4% |
| 3M | +37.2% | +5.3% | +31.9% | +34.7% |
| 6M | +26.3% | +42.6% | -16.3% | +10.8% |
| YTD | -1.0% | -2.8% | +1.8% | -6.6% |
| 1Y | +20.1% | -19.3% | +39.4% | +9.8% |
| All | +20.1% | -15.0% | +35.1% | +9.8% |
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