+34.1%
KDP vs AFRM
-25.1%
+59.2%
-31.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.2% | +1.5% | -0.7% |
| 7D | +2.2% | -7.3% | +9.5% | +2.3% |
| 30D | +19.9% | -9.6% | +29.5% | +20.1% |
| 3M | +21.5% | -11.1% | +32.5% | +21.7% |
| 6M | +30.1% | +3.9% | +26.2% | +29.9% |
| YTD | +34.9% | -8.5% | +43.4% | +34.9% |
| 1Y | +43.4% | +3.3% | +40.1% | +43.0% |
| 3Y | +29.1% | +213.7% | -184.6% | +24.6% |
| 5Y | +15.0% | -58.5% | +73.5% | +10.2% |
| All | +34.1% | -25.1% | +59.2% | +29.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling