-16.1%
AFRM vs KMX
+0.2%
-16.3%
-53.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KMX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -4.3% | +3.9% | +1.0% |
| 7D | +3.1% | -0.7% | +3.8% | +3.2% |
| 30D | -4.2% | +4.1% | -8.3% | -5.5% |
| 3M | +10.1% | +27.5% | -17.4% | +1.2% |
| 6M | +39.4% | +43.6% | -4.1% | +20.2% |
| YTD | -3.2% | +56.8% | -59.9% | -18.8% |
| 1Y | -16.1% | -1.3% | -14.7% | -23.4% |
| All | -16.1% | +0.2% | -16.3% | -23.4% |
Cumulative growth
Daily Returns
Daily percentage return beside KMX.
Daily Out/Under-Performance
Portfolio return minus KMX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KMX 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 KMX 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