-12.2%
AFRM vs OSCR
+64.1%
-76.4%
-53.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OSCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +0.6% | +4.5% | +5.0% |
| 7D | -1.3% | +1.6% | -2.9% | -1.6% |
| 30D | -2.7% | +10.7% | -13.3% | -4.6% |
| 3M | +7.4% | +13.4% | -5.9% | +4.1% |
| 6M | +40.7% | +144.6% | -103.9% | +11.7% |
| YTD | -4.0% | +128.0% | -132.1% | -23.1% |
| 1Y | -12.2% | +68.7% | -80.9% | -26.4% |
| All | -12.2% | +64.1% | -76.4% | -26.4% |
Cumulative growth
Daily Returns
Daily percentage return beside OSCR.
Daily Out/Under-Performance
Portfolio return minus OSCR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OSCR 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 OSCR 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