-24.9%
AFRM vs BB
+0.7%
-25.6%
-94.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | 0.0% | -2.6% | -2.6% |
| 7D | -7.0% | -5.6% | -1.3% | -4.3% |
| 30D | -7.8% | -11.8% | +4.0% | -2.5% |
| 3M | +5.3% | -25.5% | +30.8% | +17.1% |
| 6M | +42.6% | +121.3% | -78.6% | -14.4% |
| YTD | -2.8% | +103.2% | -106.0% | -38.8% |
| 1Y | -19.3% | +102.6% | -121.9% | -50.2% |
| 3Y | +231.0% | +37.5% | +193.5% | +126.4% |
| 5Y | -22.2% | -30.4% | +8.2% | -33.2% |
| All | -24.9% | +0.7% | -25.6% | -36.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling