+247.2%
AMAT vs KKR
+75.2%
+172.0%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -1.8% | +6.2% | +5.4% |
| 7D | -1.5% | -0.9% | -0.6% | -1.1% |
| 30D | -14.8% | +2.2% | -17.0% | -16.5% |
| 3M | -9.3% | +13.1% | -22.3% | -16.2% |
| 6M | +27.4% | +15.3% | +12.1% | +15.0% |
| YTD | +77.6% | -15.0% | +92.6% | +89.9% |
| 1Y | +188.9% | -21.0% | +209.9% | +219.6% |
| 3Y | +202.3% | +76.7% | +125.6% | +84.2% |
| All | +247.2% | +75.2% | +172.0% | +96.8% |
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 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