-13.1%
KR vs AFRM
-24.5%
+11.3%
-26.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.2% | +1.1% | +0.9% |
| 7D | -2.7% | -8.5% | +5.8% | -3.4% |
| 30D | +1.9% | -11.4% | +13.3% | +0.9% |
| 3M | -11.0% | +8.2% | -19.3% | -9.7% |
| 6M | -20.2% | +36.6% | -56.8% | -16.6% |
| YTD | -7.3% | -8.7% | +1.4% | -6.0% |
| 1Y | -13.1% | -19.9% | +6.8% | -13.2% |
| All | -13.1% | -24.5% | +11.3% | -13.2% |
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