-50.6%
AFRM price history and return analytics
+57.5%
-108.2%
-94.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.5% | -2.6% | -1.5% |
| 7D | -8.4% | -0.1% | -8.2% | -8.4% |
| 30D | -18.3% | -3.1% | -15.2% | -9.6% |
| 3M | -12.7% | -3.5% | -9.2% | -1.9% |
| 6M | +3.0% | +0.5% | +2.6% | +1.3% |
| YTD | -11.4% | +10.8% | -22.2% | -38.6% |
| 1Y | -13.3% | +11.9% | -25.2% | -41.8% |
| 3Y | +194.0% | +73.0% | +121.1% | -57.7% |
| 5Y | -50.6% | +58.6% | -109.2% | -85.9% |
| All | -50.6% | +57.5% | -108.2% | -85.9% |
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