-24.4%
KVUE vs AFRM
+643.1%
-667.5%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.2% | +0.5% | +0.2% |
| 7D | -6.1% | -8.5% | +2.4% | -5.9% |
| 30D | -5.6% | -11.4% | +5.8% | -5.3% |
| 3M | -0.3% | +8.2% | -8.6% | -0.5% |
| 6M | +1.4% | +36.6% | -35.2% | +0.6% |
| YTD | +6.7% | -8.7% | +15.4% | +6.7% |
| 1Y | +1.0% | -19.9% | +20.8% | +1.0% |
| 3Y | -5.4% | +202.6% | -208.0% | -7.6% |
| All | -24.4% | +643.1% | -667.5% | -23.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling