+179.4%
AMAT vs KKR
-26.0%
+205.3%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -3.1% | -0.1% | -2.3% |
| 7D | +4.2% | -8.1% | +12.3% | +6.7% |
| 30D | -13.5% | -9.1% | -4.4% | -11.3% |
| 3M | -8.6% | +6.4% | -14.9% | -11.0% |
| 6M | +31.6% | +12.6% | +19.0% | +25.1% |
| YTD | +77.3% | -20.4% | +97.7% | +89.8% |
| 1Y | +179.4% | -27.1% | +206.4% | +208.5% |
| All | +179.4% | -26.0% | +205.3% | +208.5% |
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 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