+203.6%
BKR vs AFRM
-22.6%
+226.2%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -5.5% | +5.0% | 0.0% |
| 7D | -1.5% | -8.0% | +6.5% | -0.9% |
| 30D | -0.7% | -9.8% | +9.1% | 0.0% |
| 3M | +0.5% | +4.7% | -4.2% | -0.2% |
| 6M | +6.6% | +34.1% | -27.5% | +3.6% |
| YTD | +41.3% | -8.4% | +49.7% | +40.9% |
| 1Y | +42.2% | -22.9% | +65.1% | +43.1% |
| 3Y | +83.4% | +203.3% | -119.8% | +61.8% |
| 5Y | +203.6% | -26.0% | +229.6% | +167.8% |
| All | +203.6% | -22.6% | +226.2% | +167.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AFRM.
Daily Out/Under-Performance
Portfolio return minus AFRM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AFRM 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 AFRM 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