+177.2%
KMI vs AFRM
-25.2%
+202.4%
-20.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -0.1% | +2.2% | +2.0% |
| 7D | -6.5% | -7.5% | +1.0% | -6.2% |
| 30D | -5.1% | -15.7% | +10.6% | -4.3% |
| 3M | 0.0% | -9.6% | +9.6% | +0.3% |
| 6M | -0.9% | +6.3% | -7.2% | -1.7% |
| YTD | +15.4% | -8.6% | +24.0% | +15.0% |
| 1Y | +19.5% | -7.6% | +27.1% | +18.8% |
| 3Y | +116.3% | +173.7% | -57.4% | +95.7% |
| 5Y | +136.6% | -56.9% | +193.5% | +111.5% |
| All | +177.2% | -25.2% | +202.4% | +143.3% |
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 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