-51.7%
ORCL vs AFRM
-4.3%
-47.5%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -2.2% | +3.0% | +1.6% |
| 7D | -11.2% | -7.3% | -3.9% | -8.9% |
| 30D | -18.8% | -9.6% | -9.3% | -16.0% |
| 3M | -18.8% | -11.1% | -7.7% | -16.0% |
| 6M | -39.7% | +3.9% | -43.6% | -41.2% |
| YTD | -39.6% | -8.5% | -31.1% | -43.3% |
| 1Y | -51.7% | +3.3% | -55.0% | -55.2% |
| All | -51.7% | -4.3% | -47.5% | -55.2% |
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