+49.6%
ON vs AFRM
-13.2%
+62.9%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.9% | +3.1% | +0.9% |
| 7D | +17.0% | -5.5% | +22.5% | +18.6% |
| 30D | -3.9% | -15.5% | +11.6% | 0.0% |
| 3M | -11.5% | -10.3% | -1.2% | -9.7% |
| 6M | -29.2% | +0.6% | -29.8% | -30.5% |
| YTD | +36.2% | -11.5% | +47.7% | +38.5% |
| 1Y | +49.6% | -16.6% | +66.3% | +62.7% |
| All | +49.6% | -13.2% | +62.9% | +62.7% |
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 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