+1,616.4%
AMAT vs KKR
+710.9%
+905.5%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.2% | +0.3% | +0.4% |
| 7D | +0.4% | -6.2% | +6.6% | +4.3% |
| 30D | -16.6% | -8.9% | -7.8% | -12.4% |
| 3M | -17.3% | +6.3% | -23.6% | -21.3% |
| 6M | +30.3% | +16.5% | +13.9% | +16.0% |
| YTD | +78.3% | -20.3% | +98.5% | +98.0% |
| 1Y | +169.8% | -29.8% | +199.6% | +221.2% |
| 3Y | +218.5% | +63.2% | +155.4% | +105.4% |
| 5Y | +247.7% | +68.0% | +179.7% | +111.8% |
| All | +1,616.4% | +710.9% | +905.5% | +345.9% |
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