+213.7%
AFRM vs ONTO
+45.4%
+168.3%
-55.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +11.1% | -13.3% | -5.7% |
| 7D | -7.3% | -14.0% | +6.7% | -3.6% |
| 30D | -9.6% | -43.1% | +33.5% | +6.9% |
| 3M | -11.1% | -35.5% | +24.5% | -1.8% |
| 6M | +3.9% | -41.1% | +44.9% | +13.6% |
| YTD | -8.5% | +9.8% | -18.3% | -24.0% |
| 1Y | +3.3% | +31.5% | -28.3% | -20.5% |
| 3Y | +213.7% | +45.2% | +168.6% | +228.9% |
| All | +213.7% | +45.4% | +168.3% | +228.9% |
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