+34.9%
ABBV vs AFRM
-11.9%
+46.9%
-15.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +2.9% | -2.5% | +0.4% |
| 7D | +0.1% | -10.3% | +10.3% | -0.2% |
| 30D | +5.6% | -13.7% | +19.3% | +5.1% |
| 3M | +18.7% | -11.6% | +30.2% | +18.3% |
| 6M | +47.4% | +2.1% | +45.3% | +47.9% |
| YTD | +33.0% | -8.9% | +41.8% | +33.2% |
| 1Y | +34.9% | -9.7% | +44.6% | +37.5% |
| All | +34.9% | -11.9% | +46.9% | +37.5% |
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