-29.6%
AFRM vs ONTO
+296.3%
-325.9%
-94.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +8.9% | -6.0% | -1.9% |
| 7D | -10.3% | +16.4% | -26.6% | -18.7% |
| 30D | -13.7% | -21.4% | +7.7% | -4.7% |
| 3M | -11.6% | -32.7% | +21.2% | +3.0% |
| 6M | +2.1% | -25.2% | +27.3% | +2.0% |
| YTD | -8.9% | +36.2% | -45.1% | -41.9% |
| 1Y | -9.7% | +61.2% | -70.9% | -48.9% |
| 3Y | +202.5% | +58.7% | +143.8% | +22.5% |
| 5Y | -55.3% | +143.6% | -199.0% | -88.2% |
| All | -29.6% | +296.3% | -325.9% | -86.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ONTO.
Daily Out/Under-Performance
Portfolio return minus ONTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ONTO 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 ONTO 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