+2.0%
XBI vs AFRM
-28.4%
+30.4%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.1% | +0.7% | -0.2% |
| 7D | -1.1% | -4.4% | +3.3% | -0.3% |
| 30D | +2.6% | -7.7% | +10.2% | +4.0% |
| 3M | -4.0% | -16.9% | +12.8% | -1.3% |
| 6M | +10.9% | +2.5% | +8.4% | +9.5% |
| YTD | +23.6% | -12.5% | +36.1% | +23.9% |
| 1Y | +35.1% | -11.0% | +46.1% | +34.7% |
| 3Y | +125.2% | +184.6% | -59.4% | +65.9% |
| 5Y | +19.7% | -56.3% | +76.0% | -4.9% |
| All | +2.0% | -28.4% | +30.4% | -23.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling