+1,314.2%
AAOI vs KKR
+64.7%
+1,249.5%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.2% | +1.8% | +1.8% |
| 7D | -0.2% | -6.2% | +6.0% | +4.9% |
| 30D | -23.7% | -8.9% | -14.8% | -18.8% |
| 3M | -39.0% | +6.3% | -45.3% | -43.0% |
| 6M | -17.0% | +16.5% | -33.5% | -30.2% |
| YTD | +202.2% | -20.3% | +222.5% | +238.5% |
| 1Y | +292.4% | -29.8% | +322.2% | +399.1% |
| 3Y | +804.4% | +63.2% | +741.2% | +554.3% |
| All | +1,314.2% | +64.7% | +1,249.5% | +870.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling