+38.6%
OXY vs AFRM
-20.8%
+59.4%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -5.5% | +6.5% | +0.3% |
| 7D | +0.6% | -8.0% | +8.7% | -0.5% |
| 30D | +4.5% | -9.8% | +14.3% | +3.3% |
| 3M | +8.9% | +4.7% | +4.2% | +9.7% |
| 6M | +12.5% | +34.1% | -21.7% | +16.2% |
| YTD | +50.5% | -8.4% | +58.9% | +54.3% |
| 1Y | +38.6% | -22.9% | +61.5% | +37.3% |
| All | +38.6% | -20.8% | +59.4% | +37.3% |
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