-70.6%
JBLU vs AFRM
-25.2%
-45.4%
-84.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.2% | +0.5% | +0.3% |
| 7D | -4.8% | -8.5% | +3.7% | -3.2% |
| 30D | -24.4% | -11.4% | -13.1% | -22.7% |
| 3M | -4.8% | +8.2% | -13.0% | -6.1% |
| 6M | -0.5% | +36.6% | -37.1% | -5.9% |
| YTD | -3.5% | -8.7% | +5.1% | -2.6% |
| 1Y | -13.6% | -19.9% | +6.3% | -11.4% |
| 3Y | -15.3% | +202.6% | -217.8% | -35.5% |
| 5Y | -70.1% | -45.0% | -25.1% | -78.1% |
| All | -70.6% | -25.2% | -45.4% | -78.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling