+229.9%
AFRM vs ONTO
+97.2%
+132.7%
-55.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +6.2% | -8.8% | -4.7% |
| 7D | -7.0% | -1.0% | -5.9% | -6.7% |
| 30D | -7.8% | -2.9% | -4.9% | -8.7% |
| 3M | +5.3% | -2.5% | +7.8% | +0.3% |
| 6M | +42.6% | +28.2% | +14.4% | +19.2% |
| YTD | -2.8% | +69.8% | -72.6% | -28.8% |
| 1Y | -19.3% | +162.9% | -182.2% | -51.8% |
| All | +229.9% | +97.2% | +132.7% | +98.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling