+127.7%
WBD vs AFRM
-17.6%
+145.3%
-15.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.4% | -0.1% | -0.4% |
| 7D | -0.7% | +3.1% | -3.8% | -0.8% |
| 30D | +5.0% | -4.2% | +9.2% | +5.1% |
| 3M | +6.2% | +10.1% | -3.9% | +5.8% |
| 6M | +0.6% | +39.4% | -38.8% | -0.5% |
| YTD | -2.4% | -3.2% | +0.7% | -2.5% |
| 1Y | +127.7% | -16.1% | +143.8% | +123.3% |
| All | +127.7% | -17.6% | +145.3% | +123.3% |
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