-55.8%
AFRM vs BB
-14.0%
-41.8%
-94.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -3.0% | 0.0% | -0.9% |
| 7D | -5.5% | +9.0% | -14.4% | -11.3% |
| 30D | -15.5% | +7.7% | -23.1% | -21.4% |
| 3M | -10.3% | +4.0% | -14.3% | -17.2% |
| 6M | +0.6% | +46.6% | -46.0% | -37.1% |
| YTD | -11.5% | +140.6% | -152.2% | -64.8% |
| 1Y | -16.6% | +103.1% | -119.7% | -62.3% |
| 3Y | +193.5% | +150.5% | +43.0% | -18.4% |
| 5Y | -55.8% | -15.4% | -40.4% | -45.0% |
| All | -55.8% | -14.0% | -41.8% | -45.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB 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 BB 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