+150.1%
KKR vs AFRM
-28.4%
+178.5%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.1% | +2.0% | +1.1% |
| 7D | +1.6% | -4.4% | +6.0% | +2.5% |
| 30D | +14.5% | -7.7% | +22.2% | +16.3% |
| 3M | -15.0% | -16.9% | +1.9% | -12.1% |
| 6M | +1.0% | +2.5% | -1.5% | -0.4% |
| YTD | -22.6% | -12.5% | -10.1% | -22.0% |
| 1Y | -18.2% | -11.0% | -7.2% | -18.0% |
| 3Y | +56.4% | +184.6% | -128.2% | +17.9% |
| 5Y | +29.6% | -56.3% | +85.9% | +0.8% |
| All | +150.1% | -28.4% | +178.5% | +91.2% |
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