+107.3%
KR vs AFRM
-20.4%
+127.7%
-31.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.6% | +2.8% | +0.1% |
| 7D | +1.5% | -7.0% | +8.5% | +1.4% |
| 30D | +4.1% | -7.8% | +11.9% | +4.0% |
| 3M | -5.2% | +5.3% | -10.5% | -5.1% |
| 6M | -12.8% | +42.6% | -55.4% | -12.5% |
| YTD | -4.6% | -2.8% | -1.8% | -4.4% |
| 1Y | -11.7% | -19.3% | +7.6% | -11.5% |
| 3Y | +36.3% | +231.0% | -194.7% | +35.6% |
| 5Y | +40.0% | -22.2% | +62.2% | +35.9% |
| All | +107.3% | -20.4% | +127.7% | +98.8% |
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