+155.2%
KKR vs AFRM
-25.4%
+180.6%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +2.9% | -3.7% | -1.4% |
| 7D | -1.3% | -10.3% | +9.0% | +0.8% |
| 30D | +9.3% | -13.7% | +23.1% | +12.4% |
| 3M | -9.8% | -11.6% | +1.7% | -8.0% |
| 6M | +1.0% | +2.1% | -1.1% | -0.4% |
| YTD | -21.1% | -8.9% | -12.2% | -21.0% |
| 1Y | -17.0% | -9.7% | -7.2% | -17.0% |
| 3Y | +60.6% | +202.5% | -141.8% | +19.7% |
| 5Y | +33.6% | -55.3% | +88.9% | +3.2% |
| All | +155.2% | -25.4% | +180.6% | +93.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling