-58.3%
AFRM price history and return analytics
+53.4%
-111.7%
-94.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +0.2% | -2.5% | -3.0% |
| 7D | -7.3% | -2.3% | -5.0% | +0.1% |
| 30D | -9.6% | -5.0% | -4.6% | +7.3% |
| 3M | -11.1% | -4.9% | -6.2% | +5.2% |
| 6M | +3.9% | -1.5% | +5.4% | +9.2% |
| YTD | -8.5% | +8.5% | -17.0% | -31.8% |
| 1Y | +3.3% | +11.4% | -8.1% | -29.6% |
| 3Y | +213.7% | +70.1% | +143.7% | -53.0% |
| All | -58.3% | +53.4% | -111.7% | -86.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 5y: compounded portfolio wealth divided by compounded VT 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…
5y analysis · Full analysis span regression · 6 months rolling