+74.8%
KKR vs AFRM
-21.7%
+96.6%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.4% | -1.5% | -1.8% |
| 7D | -0.6% | +3.1% | -3.7% | -1.3% |
| 30D | +3.0% | -4.2% | +7.2% | +4.0% |
| 3M | +13.6% | +10.1% | +3.5% | +10.6% |
| 6M | +16.2% | +39.4% | -23.2% | +6.7% |
| YTD | -16.6% | -3.2% | -13.4% | -17.4% |
| 1Y | -23.2% | -16.1% | -7.1% | -22.4% |
| 3Y | +71.7% | +220.8% | -149.1% | +19.6% |
| 5Y | +74.8% | -17.7% | +92.5% | +30.6% |
| All | +74.8% | -21.7% | +96.6% | +30.6% |
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