+565.7%
AMZN vs KKR
+710.9%
-145.2%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.2% | +1.7% | +1.9% |
| 7D | -0.7% | -6.2% | +5.5% | +2.0% |
| 30D | -3.9% | -8.9% | +4.9% | -0.3% |
| 3M | +6.3% | +6.3% | +0.1% | +2.8% |
| 6M | +20.8% | +16.5% | +4.3% | +11.6% |
| YTD | +11.2% | -20.3% | +31.5% | +19.8% |
| 1Y | +11.7% | -29.8% | +41.5% | +26.2% |
| 3Y | +79.4% | +63.2% | +16.3% | +34.2% |
| 5Y | +48.0% | +68.0% | -19.9% | +5.9% |
| All | +565.7% | +710.9% | -145.2% | +179.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling