-25.9%
AFRM vs BBIO
+5.5%
-31.4%
-94.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -0.1% | +5.2% | +5.1% |
| 7D | -1.3% | -3.2% | +1.9% | -0.3% |
| 30D | -2.7% | -13.6% | +10.9% | +1.7% |
| 3M | +7.4% | +7.2% | +0.2% | +4.2% |
| 6M | +40.7% | +1.5% | +39.2% | +38.5% |
| YTD | -4.0% | -5.3% | +1.3% | -4.9% |
| 1Y | -12.2% | +37.7% | -50.0% | -23.7% |
| 3Y | +203.1% | +153.9% | +49.2% | +102.7% |
| 5Y | -42.2% | +43.9% | -86.1% | -76.0% |
| All | -25.9% | +5.5% | -31.4% | -65.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BBIO.
Daily Out/Under-Performance
Portfolio return minus BBIO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBIO 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 BBIO 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