+48.8%
AAOI vs KKR
-16.4%
+65.2%
-79.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -20.9% | -3.0% | -17.9% | -20.7% |
| 7D | -40.8% | +2.6% | -43.4% | -40.7% |
| 30D | -64.0% | +8.4% | -72.4% | -64.0% |
| 3M | -63.5% | -6.8% | -56.7% | -63.5% |
| 6M | -74.0% | -3.3% | -70.8% | -73.9% |
| YTD | +34.5% | -22.5% | +57.0% | +50.7% |
| 1Y | +48.8% | -16.7% | +65.5% | +69.0% |
| All | +48.8% | -16.4% | +65.2% | +69.0% |
Cumulative growth
Daily Returns
Daily percentage return beside KKR.
Daily Out/Under-Performance
Portfolio return minus KKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KKR 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 KKR 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