+20.7%
KRE vs AFRM
-13.2%
+33.9%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.9% | +2.4% | -0.2% |
| 7D | +0.3% | -5.5% | +5.8% | +1.0% |
| 30D | +5.0% | -15.5% | +20.5% | +7.0% |
| 3M | -5.7% | -10.3% | +4.6% | -4.9% |
| 6M | +7.5% | +0.6% | +6.9% | +6.5% |
| YTD | +13.8% | -11.5% | +25.4% | +12.8% |
| 1Y | +20.7% | -16.6% | +37.3% | +23.6% |
| All | +20.7% | -13.2% | +33.9% | +23.6% |
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