+126.7%
AMAT vs KKR
+26.6%
+100.1%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -1.9% | +6.1% | +5.3% |
| 7D | -14.7% | +2.2% | -16.9% | -16.0% |
| 30D | -36.1% | +7.6% | -43.7% | -38.9% |
| 3M | -36.9% | -6.5% | -30.4% | -35.4% |
| 6M | -22.2% | -3.9% | -18.3% | -22.0% |
| YTD | +29.9% | -23.9% | +53.8% | +47.2% |
| 1Y | +43.3% | -18.5% | +61.8% | +55.1% |
| 3Y | +142.7% | +65.8% | +76.9% | +49.3% |
| All | +126.7% | +26.6% | +100.1% | +63.4% |
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