+28.4%
KKR vs AFRM
-57.5%
+85.9%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.1% | +1.8% | +1.7% |
| 7D | +0.1% | -7.5% | +7.6% | +1.9% |
| 30D | +7.9% | -15.7% | +23.6% | +12.0% |
| 3M | -4.4% | -9.6% | +5.2% | -2.6% |
| 6M | -4.0% | +6.3% | -10.2% | -6.4% |
| YTD | -22.6% | -8.6% | -14.0% | -22.7% |
| 1Y | -18.6% | -7.6% | -11.0% | -19.1% |
| 3Y | +60.6% | +173.7% | -113.0% | +14.3% |
| 5Y | +28.4% | -56.9% | +85.3% | +9.7% |
| All | +28.4% | -57.5% | +85.9% | +9.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling