+6.6%
ON vs AFRM
+192.6%
-186.0%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -1.1% | -2.5% | -3.4% |
| 7D | +12.2% | -4.4% | +16.6% | +13.4% |
| 30D | -3.1% | -7.7% | +4.5% | -1.3% |
| 3M | -12.9% | -16.9% | +4.0% | -9.7% |
| 6M | -38.6% | +2.5% | -41.1% | -39.6% |
| YTD | +31.2% | -12.5% | +43.7% | +31.8% |
| 1Y | +47.6% | -11.0% | +58.7% | +47.3% |
| 3Y | +6.6% | +184.6% | -178.0% | -22.8% |
| All | +6.6% | +192.6% | -186.0% | -22.8% |
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