+165.5%
KKR vs AFRM
-25.0%
+190.5%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -5.5% | +3.9% | -0.5% |
| 7D | -2.2% | -8.0% | +5.8% | -0.6% |
| 30D | +0.3% | -9.8% | +10.0% | +2.3% |
| 3M | +8.8% | +4.7% | +4.1% | +7.3% |
| 6M | +14.9% | +34.1% | -19.2% | +7.2% |
| YTD | -17.9% | -8.4% | -9.4% | -17.6% |
| 1Y | -23.7% | -22.9% | -0.8% | -21.6% |
| 3Y | +69.1% | +203.3% | -134.2% | +24.9% |
| 5Y | +72.6% | -26.0% | +98.5% | +30.7% |
| All | +165.5% | -25.0% | +190.5% | +101.8% |
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 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