-13.3%
AFRM vs ONTO
+36.2%
-49.5%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +1.8% | -4.8% | -3.4% |
| 7D | -8.4% | -2.4% | -6.0% | -8.3% |
| 30D | -18.3% | -32.9% | +14.7% | -12.7% |
| 3M | -12.7% | -32.2% | +19.5% | -8.0% |
| 6M | +3.0% | -30.6% | +33.6% | +3.6% |
| YTD | -11.4% | +25.1% | -36.5% | -31.1% |
| 1Y | -13.3% | +40.0% | -53.3% | -37.4% |
| All | -13.3% | +36.2% | -49.5% | -37.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling