-4.2%
ABT vs AFRM
-58.9%
+54.7%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -2.2% | -1.0% | -3.1% |
| 7D | +3.5% | -7.3% | +10.8% | +3.9% |
| 30D | +12.0% | -9.6% | +21.6% | +12.6% |
| 3M | +2.5% | -11.1% | +13.5% | +2.9% |
| 6M | +29.1% | +3.9% | +25.2% | +28.3% |
| YTD | -10.1% | -8.5% | -1.6% | -10.3% |
| 1Y | -9.8% | +3.3% | -13.1% | -10.9% |
| 3Y | +23.3% | +213.7% | -190.5% | +8.5% |
| All | -4.2% | -58.9% | +54.7% | -15.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling