+4.9%
ABT vs AFRM
-20.7%
+25.6%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.4% | -2.2% | -2.6% |
| 7D | -3.1% | +3.1% | -6.2% | -3.3% |
| 30D | -2.1% | -4.2% | +2.1% | -2.0% |
| 3M | +17.4% | +10.1% | +7.3% | +16.7% |
| 6M | -2.4% | +39.4% | -41.8% | -4.3% |
| YTD | -14.2% | -3.2% | -11.1% | -14.6% |
| 1Y | -18.3% | -16.1% | -2.3% | -18.3% |
| 3Y | +11.5% | +220.8% | -209.3% | 0.0% |
| 5Y | -9.9% | -17.7% | +7.8% | -20.5% |
| All | +4.9% | -20.7% | +25.6% | -7.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling