-32.8%
OWL vs AFRM
-17.6%
-15.2%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -0.4% | -4.1% | -4.4% |
| 7D | -3.9% | +3.1% | -7.0% | -4.8% |
| 30D | -3.7% | -4.2% | +0.5% | -2.6% |
| 3M | +21.4% | +10.1% | +11.3% | +17.9% |
| 6M | +18.3% | +39.4% | -21.1% | +7.8% |
| YTD | -20.1% | -3.2% | -16.9% | -21.5% |
| 1Y | -32.8% | -16.1% | -16.7% | -36.0% |
| All | -32.8% | -17.6% | -15.2% | -36.0% |
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