+157.2%
KKR vs AFRM
-27.4%
+184.7%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -3.1% | +5.9% | +3.4% |
| 7D | +5.1% | -8.4% | +13.4% | +6.9% |
| 30D | +10.9% | -18.3% | +29.2% | +15.3% |
| 3M | -2.9% | -12.7% | +9.8% | -0.6% |
| 6M | -1.2% | +3.0% | -4.3% | -2.8% |
| YTD | -20.4% | -11.4% | -9.0% | -19.9% |
| 1Y | -15.4% | -13.3% | -2.1% | -14.8% |
| 3Y | +61.9% | +194.0% | -132.1% | +21.4% |
| 5Y | +38.3% | -50.6% | +88.9% | +6.6% |
| All | +157.2% | -27.4% | +184.7% | +96.2% |
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