+49.9%
XLU vs AFRM
+212.2%
-162.3%
-13.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.4% | +1.2% | +0.9% |
| 7D | +2.1% | +3.1% | -1.0% | +2.0% |
| 30D | -0.4% | -4.2% | +3.8% | -0.2% |
| 3M | +0.5% | +10.1% | -9.6% | 0.0% |
| 6M | -5.8% | +39.4% | -45.2% | -7.4% |
| YTD | +3.1% | -3.2% | +6.3% | +2.9% |
| 1Y | +8.1% | -16.1% | +24.2% | +8.3% |
| All | +49.9% | +212.2% | -162.3% | +33.3% |
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