-15.1%
JBLU vs AFRM
+195.1%
-210.3%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -5.5% | +2.4% | -1.7% |
| 7D | -5.6% | -8.0% | +2.4% | -3.6% |
| 30D | -22.3% | -9.8% | -12.6% | -20.4% |
| 3M | -11.0% | +4.7% | -15.6% | -11.9% |
| 6M | -3.1% | +34.1% | -37.2% | -9.7% |
| YTD | -3.7% | -8.4% | +4.7% | -3.0% |
| 1Y | -14.8% | -22.9% | +8.1% | -11.9% |
| All | -15.1% | +195.1% | -210.3% | -42.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling