+3,452.2%
APH vs KKR
+1,697.8%
+1,754.4%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-04.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.8% | +2.7% | +1.6% |
| 7D | +5.0% | -0.9% | +5.8% | +5.2% |
| 30D | -3.9% | +2.2% | -6.0% | -5.1% |
| 3M | +13.0% | +13.1% | -0.1% | +6.8% |
| 6M | +25.2% | +15.3% | +9.9% | +16.7% |
| YTD | +22.9% | -15.0% | +37.9% | +28.1% |
| 1Y | +47.8% | -21.0% | +68.8% | +57.4% |
| 3Y | +283.0% | +76.7% | +206.3% | +186.2% |
| 5Y | +349.7% | +74.3% | +275.3% | +224.3% |
| 10Y | +1,061.2% | +753.7% | +307.5% | +334.5% |
| All | +3,452.2% | +1,697.8% | +1,754.4% | +802.9% |
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 1990-01-01 to 2026-09-04: 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…
1990-01-01 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling