-20.4%
KVUE vs AFRM
+690.7%
-711.1%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -2.6% | +1.5% | -1.0% |
| 7D | -2.2% | -7.0% | +4.7% | -2.1% |
| 30D | -3.7% | -7.8% | +4.1% | -3.5% |
| 3M | +12.3% | +5.3% | +6.9% | +12.1% |
| 6M | +5.4% | +42.6% | -37.2% | +4.5% |
| YTD | +12.4% | -2.8% | +15.2% | +12.2% |
| 1Y | -4.4% | -19.3% | +14.9% | -4.4% |
| 3Y | -7.5% | +231.0% | -238.5% | -9.8% |
| All | -20.4% | +690.7% | -711.1% | -19.0% |
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 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