+154.7%
KMI vs AFRM
-23.1%
+177.7%
-20.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.6% | +2.0% | -0.5% |
| 7D | -0.5% | -7.0% | +6.5% | -0.1% |
| 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% | -8.3% |
| YTD | +17.5% | -2.8% | +20.3% | +16.8% |
| 1Y | +22.3% | -19.3% | +41.6% | +22.5% |
| 3Y | +111.9% | +231.0% | -119.0% | +86.9% |
| All | +154.7% | -23.1% | +177.7% | +122.4% |
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