-49.4%
ORCL vs AFRM
-14.4%
-35.0%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -3.1% | +1.5% | -0.4% |
| 7D | -6.5% | -8.4% | +1.9% | -3.5% |
| 30D | -16.6% | -18.3% | +1.7% | -10.4% |
| 3M | -21.6% | -12.7% | -8.9% | -18.2% |
| 6M | -39.4% | +3.0% | -42.4% | -40.8% |
| YTD | -38.7% | -11.4% | -27.3% | -41.6% |
| All | -49.4% | -14.4% | -35.0% | -52.3% |
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