-56.0%
AFRM vs BLDR
-11.9%
-44.1%
-94.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.9% | -2.0% | -1.8% |
| 7D | -4.4% | -3.0% | -1.4% | -2.4% |
| 30D | -7.7% | +20.1% | -27.8% | -22.0% |
| 3M | -16.9% | -17.5% | +0.6% | -5.6% |
| 6M | +2.5% | -16.1% | +18.6% | +11.3% |
| YTD | -12.5% | -41.0% | +28.5% | +22.4% |
| 1Y | -11.0% | -41.6% | +30.6% | +24.4% |
| 3Y | +184.6% | -50.8% | +235.4% | +267.5% |
| All | -56.0% | -11.9% | -44.1% | -74.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling