-24.6%
KVUE vs AFRM
+644.8%
-669.4%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -5.5% | +2.0% | -3.3% |
| 7D | -7.2% | -8.0% | +0.8% | -7.0% |
| 30D | -5.7% | -9.8% | +4.1% | -5.5% |
| 3M | +0.2% | +4.7% | -4.5% | +0.1% |
| 6M | 0.0% | +34.1% | -34.1% | -0.7% |
| YTD | +6.5% | -8.4% | +14.9% | +6.4% |
| 1Y | -1.4% | -22.9% | +21.5% | -1.3% |
| 3Y | -5.6% | +203.3% | -208.9% | -7.9% |
| All | -24.6% | +644.8% | -669.4% | -23.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling