+221.8%
AFRM vs BIDU
-27.7%
+249.5%
-55.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +4.1% | -6.7% | -3.9% |
| 7D | -7.0% | +2.4% | -9.4% | -7.7% |
| 30D | -7.8% | -10.5% | +2.7% | -4.8% |
| 3M | +5.3% | -26.2% | +31.5% | +15.4% |
| 6M | +42.6% | -16.4% | +59.0% | +48.3% |
| YTD | -2.8% | -23.9% | +21.1% | +2.9% |
| 1Y | -19.3% | +1.3% | -20.6% | -24.4% |
| All | +221.8% | -27.7% | +249.5% | +258.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BIDU.
Daily Out/Under-Performance
Portfolio return minus BIDU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIDU 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 3y: compounded portfolio wealth divided by compounded BIDU 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…
3y analysis · Full analysis span regression · 6 months rolling