+23.0%
KMI vs AFRM
-13.2%
+36.2%
-12.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -2.9% | +4.3% | +1.2% |
| 7D | +6.0% | -5.5% | +11.5% | +5.7% |
| 30D | -3.4% | -15.5% | +12.1% | -4.1% |
| 3M | +1.8% | -10.3% | +12.1% | +1.5% |
| 6M | +0.4% | +0.6% | -0.2% | +0.9% |
| YTD | +20.8% | -11.5% | +32.4% | +21.0% |
| 1Y | +23.0% | -16.6% | +39.6% | +23.9% |
| All | +23.0% | -13.2% | +36.2% | +23.9% |
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