+5.9%
AFRM vs KEEL
-45.0%
+50.8%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KEEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | -4.1% | +9.1% | +5.7% |
| 7D | +3.1% | -13.6% | +16.7% | +5.1% |
| 30D | +1.1% | -39.1% | +40.3% | +8.8% |
| 3M | -3.2% | -48.9% | +45.7% | +6.0% |
| 6M | +12.7% | -35.4% | +48.1% | +14.3% |
| YTD | +1.6% | -10.6% | +12.2% | -4.0% |
| 1Y | +5.9% | -45.3% | +51.2% | +9.6% |
| All | +5.9% | -45.0% | +50.8% | +9.6% |
Cumulative growth
Daily Returns
Daily percentage return beside KEEL.
Daily Out/Under-Performance
Portfolio return minus KEEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KEEL 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 KEEL 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