-29.3%
AFRM vs BUD
+32.0%
-61.4%
-94.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -1.5% | -0.8% | -1.3% |
| 7D | -7.3% | +4.5% | -11.7% | -9.9% |
| 30D | -9.6% | +12.5% | -22.1% | -16.5% |
| 3M | -11.1% | 0.0% | -11.0% | -11.4% |
| 6M | +3.9% | +3.8% | +0.1% | +0.2% |
| YTD | -8.5% | +33.1% | -41.5% | -27.4% |
| 1Y | +3.3% | +35.5% | -32.2% | -19.4% |
| 3Y | +213.7% | +49.4% | +164.3% | +115.9% |
| 5Y | -58.5% | +48.0% | -106.6% | -72.6% |
| All | -29.3% | +32.0% | -61.4% | -50.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 10y: compounded portfolio wealth divided by compounded BUD 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…
10y analysis · Full analysis span regression · 6 months rolling