+17.9%
KDP vs AFRM
-57.5%
+75.4%
-31.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.1% | +1.0% | +0.8% |
| 7D | +0.3% | -7.5% | +7.9% | +0.5% |
| 30D | +16.3% | -15.7% | +32.0% | +16.7% |
| 3M | +24.0% | -9.6% | +33.6% | +24.2% |
| 6M | +30.0% | +6.3% | +23.7% | +29.7% |
| YTD | +36.1% | -8.6% | +44.7% | +36.0% |
| 1Y | +46.8% | -7.6% | +54.4% | +46.7% |
| 3Y | +30.5% | +173.7% | -143.2% | +25.3% |
| 5Y | +17.9% | -56.9% | +74.8% | +10.8% |
| All | +17.9% | -57.5% | +75.4% | +10.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling