+46.6%
XLE vs AFRM
-13.2%
+59.9%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -2.9% | +4.5% | +1.2% |
| 7D | +4.4% | -5.5% | +9.9% | +3.8% |
| 30D | -4.3% | -15.5% | +11.2% | -5.6% |
| 3M | +6.0% | -10.3% | +16.3% | +5.3% |
| 6M | +13.2% | +0.6% | +12.6% | +14.0% |
| YTD | +46.7% | -11.5% | +58.3% | +48.9% |
| 1Y | +46.6% | -16.6% | +63.2% | +52.4% |
| All | +46.6% | -13.2% | +59.9% | +52.4% |
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