+16.8%
AON vs AFRM
-57.4%
+74.2%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -2.2% | -0.6% | -2.6% |
| 7D | +4.4% | -7.3% | +11.6% | +4.9% |
| 30D | +24.1% | -9.6% | +33.7% | +24.9% |
| 3M | -7.0% | -11.1% | +4.1% | -6.4% |
| 6M | +9.1% | +3.9% | +5.3% | +8.4% |
| YTD | -4.4% | -8.5% | +4.1% | -4.7% |
| 1Y | -0.8% | +3.3% | -4.0% | -2.1% |
| 3Y | +5.1% | +213.7% | -208.6% | -9.0% |
| All | +16.8% | -57.4% | +74.2% | +7.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling