-13.7%
KKR vs AFRM
+8.5%
-22.3%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | +5.0% | +0.5% | +4.1% |
| 7D | +8.9% | +3.1% | +5.8% | +8.0% |
| 30D | +12.7% | +1.1% | +11.5% | +12.0% |
| 3M | -6.2% | -3.2% | -2.9% | -5.9% |
| 6M | -1.5% | +12.7% | -14.2% | -6.3% |
| YTD | -20.1% | +1.6% | -21.6% | -24.9% |
| 1Y | -13.7% | +5.9% | -19.6% | -19.4% |
| All | -13.7% | +8.5% | -22.3% | -19.4% |
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