+9.7%
AMZN vs KKR
-20.0%
+29.6%
-21.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.8% | +1.7% | +0.2% |
| 7D | -3.0% | -0.9% | -2.1% | -2.8% |
| 30D | -5.2% | +2.2% | -7.3% | -5.7% |
| 3M | +1.9% | +13.1% | -11.2% | -0.9% |
| 6M | +19.2% | +15.3% | +4.0% | +15.2% |
| YTD | +12.0% | -15.0% | +27.0% | +15.3% |
| 1Y | +9.7% | -21.0% | +30.7% | +12.4% |
| All | +9.7% | -20.0% | +29.6% | +12.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling