-19.3%
AFRM vs BLDR
-52.1%
+32.8%
-53.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +2.5% | -5.1% | -3.7% |
| 7D | -7.0% | -2.8% | -4.1% | -5.8% |
| 30D | -7.8% | -13.3% | +5.5% | -2.3% |
| 3M | +5.3% | -12.3% | +17.6% | +10.5% |
| 6M | +42.6% | -31.5% | +74.1% | +62.4% |
| YTD | -2.8% | -36.1% | +33.3% | +13.3% |
| 1Y | -19.3% | -54.1% | +34.8% | -8.8% |
| All | -19.3% | -52.1% | +32.8% | -8.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BLDR.
Daily Out/Under-Performance
Portfolio return minus BLDR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BLDR 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 1y: compounded portfolio wealth divided by compounded BLDR 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…
1y analysis · Full analysis span regression · 6 months rolling