+15.8%
XLI vs AFRM
-20.8%
+36.6%
-12.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -5.5% | +3.9% | -1.0% |
| 7D | -0.6% | -8.0% | +7.4% | +0.2% |
| 30D | -6.9% | -9.8% | +2.8% | -6.1% |
| 3M | -1.9% | +4.7% | -6.6% | -2.6% |
| 6M | +1.0% | +34.1% | -33.1% | -2.5% |
| YTD | +11.3% | -8.4% | +19.8% | +10.3% |
| 1Y | +15.8% | -22.9% | +38.7% | +14.1% |
| All | +15.8% | -20.8% | +36.6% | +14.1% |
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