+1,062.4%
APH vs KKR
+703.2%
+359.3%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.6% | +1.0% | +0.1% |
| 7D | +1.6% | -2.2% | +3.8% | +2.5% |
| 30D | -3.0% | +0.3% | -3.2% | -3.5% |
| 3M | +5.7% | +8.8% | -3.1% | +1.2% |
| 6M | +20.0% | +14.9% | +5.1% | +11.6% |
| YTD | +20.8% | -17.9% | +38.7% | +27.9% |
| 1Y | +40.2% | -23.7% | +63.9% | +52.1% |
| 3Y | +288.1% | +69.1% | +219.0% | +188.8% |
| 5Y | +352.5% | +72.6% | +280.0% | +218.0% |
| 10Y | +1,062.4% | +728.2% | +334.2% | +370.9% |
| All | +1,062.4% | +703.2% | +359.3% | +370.9% |
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 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