+35.9%
KDP vs AFRM
-13.2%
+49.1%
-17.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.4% | -2.9% | -4.5% | -7.4% |
| 7D | -4.0% | -5.5% | +1.5% | -3.9% |
| 30D | +8.5% | -15.5% | +23.9% | +8.4% |
| 3M | +20.7% | -10.3% | +31.0% | +20.8% |
| 6M | +23.2% | +0.6% | +22.6% | +24.5% |
| YTD | +30.5% | -11.5% | +42.0% | +30.1% |
| 1Y | +35.9% | -16.6% | +52.5% | +36.9% |
| All | +35.9% | -13.2% | +49.1% | +36.9% |
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