+337.5%
AMD vs KKR
+75.2%
+262.3%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -1.8% | +6.5% | +5.8% |
| 7D | +2.6% | -0.9% | +3.4% | +3.0% |
| 30D | -0.9% | +2.2% | -3.1% | -2.9% |
| 3M | -8.7% | +13.1% | -21.8% | -16.1% |
| 6M | +136.3% | +15.3% | +121.1% | +111.5% |
| YTD | +123.0% | -15.0% | +138.0% | +138.8% |
| 1Y | +195.2% | -21.0% | +216.2% | +226.5% |
| 3Y | +336.3% | +76.7% | +259.6% | +142.5% |
| All | +337.5% | +75.2% | +262.3% | +136.1% |
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