+82.1%
KRE vs AFRM
+203.8%
-121.7%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.2% | +2.1% | +0.2% |
| 7D | +0.3% | -7.3% | +7.6% | +1.6% |
| 30D | +4.8% | -9.6% | +14.4% | +6.4% |
| 3M | -5.1% | -11.1% | +6.0% | -3.7% |
| 6M | +3.3% | +3.9% | -0.6% | +1.2% |
| YTD | +13.3% | -8.5% | +21.8% | +12.4% |
| 1Y | +22.9% | +3.3% | +19.6% | +18.5% |
| 3Y | +82.1% | +213.7% | -131.6% | +35.8% |
| All | +82.1% | +203.8% | -121.7% | +35.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling