+20.5%
XYZ vs AFRM
-4.3%
+24.8%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -2.2% | +3.9% | +2.7% |
| 7D | +12.1% | -7.3% | +19.4% | +16.0% |
| 30D | +12.4% | -9.6% | +21.9% | +17.0% |
| 3M | +8.2% | -11.1% | +19.2% | +13.0% |
| 6M | +20.7% | +3.9% | +16.8% | +18.3% |
| YTD | +31.3% | -8.5% | +39.8% | +27.6% |
| 1Y | +20.5% | +3.3% | +17.3% | +15.3% |
| All | +20.5% | -4.3% | +24.8% | +15.3% |
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 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