+119.0%
KMI vs AFRM
+235.6%
-116.6%
-18.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.6% | +2.0% | -0.5% |
| 7D | -0.5% | -7.0% | +6.5% | -0.2% |
| 30D | +0.9% | -7.8% | +8.7% | +1.3% |
| 3M | 0.0% | +5.3% | -5.3% | -0.6% |
| 6M | -5.7% | +42.6% | -48.3% | -8.4% |
| YTD | +17.5% | -2.8% | +20.3% | +16.9% |
| 1Y | +22.3% | -19.3% | +41.6% | +22.9% |
| All | +119.0% | +235.6% | -116.6% | +88.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling