+70.0%
AON vs AFRM
-27.4%
+97.5%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -3.1% | +3.2% | +0.3% |
| 7D | +1.9% | -8.4% | +10.2% | +2.4% |
| 30D | +23.3% | -18.3% | +41.6% | +24.7% |
| 3M | -5.5% | -12.7% | +7.2% | -4.9% |
| 6M | +8.0% | +3.0% | +5.0% | +7.5% |
| YTD | -4.0% | -11.4% | +7.4% | -4.0% |
| 1Y | -1.7% | -13.3% | +11.6% | -1.8% |
| 3Y | +2.9% | +194.0% | -191.1% | -7.9% |
| 5Y | +17.2% | -50.6% | +67.8% | +4.2% |
| All | +70.0% | -27.4% | +97.5% | +51.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AFRM.
Daily Out/Under-Performance
Portfolio return minus AFRM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AFRM 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 AFRM 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