-0.2%
BTDR vs AFRM
-17.6%
+17.3%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -0.4% | +2.7% | +2.6% |
| 7D | +22.4% | +3.1% | +19.4% | +20.1% |
| 30D | +16.5% | -4.2% | +20.7% | +18.2% |
| 3M | -31.5% | +10.1% | -41.6% | -35.4% |
| 6M | +74.0% | +39.4% | +34.6% | +43.4% |
| YTD | +13.0% | -3.2% | +16.2% | +9.3% |
| 1Y | -0.2% | -16.1% | +15.8% | +6.0% |
| All | -0.2% | -17.6% | +17.3% | +6.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling