+8.7%
YUM vs AFRM
-13.2%
+22.0%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.9% | +2.4% | -0.5% |
| 7D | -4.1% | -5.5% | +1.4% | -3.9% |
| 30D | +8.4% | -15.5% | +23.8% | +8.6% |
| 3M | +6.5% | -10.3% | +16.8% | +6.8% |
| 6M | +5.3% | +0.6% | +4.7% | +6.0% |
| YTD | +6.9% | -11.5% | +18.4% | +7.2% |
| 1Y | +8.7% | -16.6% | +25.4% | +11.0% |
| All | +8.7% | -13.2% | +22.0% | +11.0% |
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