+1,321.9%
AMAT vs KKR
+670.8%
+651.1%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +0.9% | -3.6% | -3.3% |
| 7D | +11.4% | +1.6% | +9.7% | +10.3% |
| 30D | -17.0% | +14.5% | -31.6% | -24.0% |
| 3M | -30.6% | -15.0% | -15.7% | -24.4% |
| 6M | -14.9% | +1.0% | -16.0% | -17.3% |
| YTD | +44.7% | -22.6% | +67.3% | +62.7% |
| 1Y | +66.9% | -18.2% | +85.1% | +80.7% |
| 3Y | +153.3% | +56.4% | +96.9% | +66.8% |
| 5Y | +146.2% | +29.6% | +116.7% | +77.1% |
| All | +1,321.9% | +670.8% | +651.1% | +281.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling