-9.7%
AFRM vs BLDR
-42.4%
+32.7%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -0.9% | +3.8% | +3.3% |
| 7D | -10.3% | -10.3% | 0.0% | -5.9% |
| 30D | -13.7% | +19.6% | -33.3% | -20.8% |
| 3M | -11.6% | -17.0% | +5.4% | -4.5% |
| 6M | +2.1% | -16.7% | +18.8% | +9.1% |
| YTD | -8.9% | -39.4% | +30.6% | +9.8% |
| 1Y | -9.7% | -41.7% | +32.0% | +10.6% |
| All | -9.7% | -42.4% | +32.7% | +10.6% |
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