+47.6%
ON vs AFRM
+8.5%
+39.0%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +5.0% | -6.9% | -2.9% |
| 7D | -5.8% | +3.1% | -8.9% | -6.4% |
| 30D | -17.1% | +1.1% | -18.2% | -17.4% |
| 3M | -11.8% | -3.2% | -8.6% | -11.8% |
| 6M | -30.2% | +12.7% | -42.9% | -33.3% |
| YTD | +31.6% | +1.6% | +30.0% | +27.6% |
| 1Y | +47.6% | +5.9% | +41.7% | +42.3% |
| All | +47.6% | +8.5% | +39.0% | +42.3% |
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