-10.0%
ABT vs AFRM
-10.2%
+0.2%
-36.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.1% | +0.6% | +0.5% |
| 7D | +0.3% | -7.5% | +7.9% | +0.6% |
| 30D | +11.6% | -15.7% | +27.3% | +12.2% |
| 3M | +3.1% | -9.6% | +12.7% | +3.4% |
| 6M | +32.8% | +6.3% | +26.5% | +32.0% |
| YTD | -9.6% | -8.6% | -1.0% | -10.8% |
| All | -10.0% | -10.2% | +0.2% | -10.1% |
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