+5,959.9%
AMD vs KKR
+1,510.1%
+4,449.9%
-82.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | -1.9% | +12.9% | +12.1% |
| 7D | -11.0% | +2.2% | -13.3% | -12.4% |
| 30D | -30.5% | +7.6% | -38.1% | -33.8% |
| 3M | -8.2% | -6.5% | -1.8% | -5.9% |
| 6M | +6.6% | -3.9% | +10.5% | +6.9% |
| YTD | +109.7% | -23.9% | +133.6% | +136.3% |
| 1Y | +88.9% | -18.5% | +107.5% | +103.3% |
| 3Y | +301.8% | +65.8% | +236.1% | +160.5% |
| 5Y | +229.4% | +25.3% | +204.0% | +150.6% |
| 10Y | +6,745.1% | +720.2% | +6,025.0% | +1,565.3% |
| All | +5,959.9% | +1,510.1% | +4,449.9% | +806.3% |
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