+3.1%
AON vs AFRM
+172.8%
-169.6%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -2.2% | -0.6% | -2.7% |
| 7D | +4.4% | -7.3% | +11.6% | +4.7% |
| 30D | +24.1% | -9.6% | +33.7% | +24.6% |
| 3M | -7.0% | -11.1% | +4.1% | -6.6% |
| 6M | +9.1% | +3.9% | +5.3% | +8.8% |
| YTD | -4.4% | -8.5% | +4.1% | -4.6% |
| 1Y | -0.8% | +3.3% | -4.0% | -1.5% |
| All | +3.1% | +172.8% | -169.6% | +1.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling