-14.1%
WDAY vs AFRM
-4.3%
-9.8%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -2.2% | -1.4% | -3.1% |
| 7D | -2.5% | -7.3% | +4.8% | -0.9% |
| 30D | +4.7% | -9.6% | +14.2% | +6.6% |
| 3M | +13.3% | -11.1% | +24.4% | +15.6% |
| 6M | +57.3% | +3.9% | +53.4% | +54.1% |
| YTD | -10.2% | -8.5% | -1.7% | -12.9% |
| 1Y | -14.1% | +3.3% | -17.3% | -18.3% |
| All | -14.1% | -4.3% | -9.8% | -18.3% |
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