+40.7%
ABBV vs AFRM
+8.5%
+32.1%
-15.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +5.0% | -1.9% | +3.3% |
| 7D | +3.1% | +3.1% | 0.0% | +3.2% |
| 30D | +11.6% | +1.1% | +10.5% | +11.6% |
| 3M | +21.7% | -3.2% | +24.9% | +21.5% |
| 6M | +43.5% | +12.7% | +30.8% | +44.5% |
| YTD | +32.9% | +1.6% | +31.3% | +33.4% |
| 1Y | +40.7% | +5.9% | +34.8% | +41.5% |
| All | +40.7% | +8.5% | +32.1% | +41.5% |
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