-23.7%
KKR vs AFRM
-20.8%
-2.9%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -5.5% | +3.9% | -0.1% |
| 7D | -2.2% | -8.0% | +5.8% | 0.0% |
| 30D | +0.3% | -9.8% | +10.0% | +3.0% |
| 3M | +8.8% | +4.7% | +4.1% | +6.7% |
| 6M | +14.9% | +34.1% | -19.2% | +4.3% |
| YTD | -17.9% | -8.4% | -9.4% | -19.8% |
| 1Y | -23.7% | -22.9% | -0.8% | -26.5% |
| All | -23.7% | -20.8% | -2.9% | -26.5% |
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