+91.5%
OKTA vs AFRM
-24.3%
+115.8%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -5.5% | +8.5% | +4.8% |
| 7D | +5.9% | -8.0% | +13.9% | +8.6% |
| 30D | +14.6% | -9.8% | +24.4% | +18.0% |
| 3M | +44.0% | +4.7% | +39.3% | +41.6% |
| 6M | +116.7% | +34.1% | +82.6% | +96.9% |
| YTD | +99.8% | -8.4% | +108.2% | +97.2% |
| All | +91.5% | -24.3% | +115.8% | +90.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling