+102.9%
WMT vs AFRM
+235.6%
-132.7%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.6% | +1.4% | -1.1% |
| 7D | +3.9% | -7.0% | +10.9% | +4.1% |
| 30D | -4.4% | -7.8% | +3.4% | -4.2% |
| 3M | -8.8% | +5.3% | -14.1% | -9.1% |
| 6M | -15.6% | +42.6% | -58.3% | -17.0% |
| YTD | -3.2% | -2.8% | -0.4% | -3.3% |
| 1Y | +7.0% | -19.3% | +26.4% | +7.7% |
| All | +102.9% | +235.6% | -132.7% | +88.3% |
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 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