+142.7%
AMAT vs KKR
+61.4%
+81.3%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -1.9% | +6.1% | +5.1% |
| 7D | -14.7% | +2.2% | -16.9% | -15.7% |
| 30D | -36.1% | +7.6% | -43.7% | -38.4% |
| 3M | -36.9% | -6.5% | -30.4% | -35.6% |
| 6M | -22.2% | -3.9% | -18.3% | -21.9% |
| YTD | +29.9% | -23.9% | +53.8% | +45.0% |
| 1Y | +43.3% | -18.5% | +61.8% | +53.9% |
| 3Y | +142.7% | +65.8% | +76.9% | +88.8% |
| All | +142.7% | +61.4% | +81.3% | +88.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling