-14.8%
KMB vs AFRM
-15.0%
+0.3%
-27.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -2.6% | -0.1% | -2.7% |
| 7D | -4.2% | -7.0% | +2.8% | -4.1% |
| 30D | -6.6% | -7.8% | +1.2% | -6.5% |
| 3M | +12.6% | +5.3% | +7.3% | +12.9% |
| 6M | +2.9% | +42.6% | -39.8% | +3.2% |
| YTD | +6.8% | -2.8% | +9.6% | +5.7% |
| 1Y | -14.8% | -19.3% | +4.5% | -17.2% |
| All | -14.8% | -15.0% | +0.3% | -17.2% |
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 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