+4,600.5%
AMAT vs KKR
+1,697.8%
+2,902.7%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -1.8% | +6.2% | +5.3% |
| 7D | -1.5% | -0.9% | -0.6% | -1.1% |
| 30D | -14.8% | +2.2% | -17.0% | -16.3% |
| 3M | -9.3% | +13.1% | -22.3% | -15.7% |
| 6M | +27.4% | +15.3% | +12.1% | +16.1% |
| YTD | +77.6% | -15.0% | +92.6% | +88.3% |
| 1Y | +188.9% | -21.0% | +209.9% | +215.7% |
| 3Y | +202.3% | +76.7% | +125.6% | +105.9% |
| 5Y | +248.9% | +74.3% | +174.6% | +134.7% |
| 10Y | +1,585.2% | +753.7% | +831.5% | +449.0% |
| All | +4,600.5% | +1,697.8% | +2,902.7% | +986.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling