-24.9%
AFRM vs BLDR
+64.9%
-89.8%
-94.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +2.5% | -5.1% | -4.6% |
| 7D | -7.0% | -2.8% | -4.1% | -4.9% |
| 30D | -7.8% | -13.3% | +5.5% | +2.5% |
| 3M | +5.3% | -12.3% | +17.6% | +13.8% |
| 6M | +42.6% | -31.5% | +74.1% | +84.0% |
| YTD | -2.8% | -36.1% | +33.3% | +29.2% |
| 1Y | -19.3% | -54.1% | +34.8% | +38.2% |
| 3Y | +231.0% | -55.8% | +286.7% | +409.8% |
| 5Y | -22.2% | +20.7% | -43.0% | -50.8% |
| All | -24.9% | +64.9% | -89.8% | -63.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling