+40.2%
APH vs KKR
-24.4%
+64.6%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.6% | +1.0% | -0.3% |
| 7D | +1.6% | -2.2% | +3.8% | +2.0% |
| 30D | -3.0% | +0.3% | -3.2% | -3.3% |
| 3M | +5.7% | +8.8% | -3.1% | +3.6% |
| 6M | +20.0% | +14.9% | +5.1% | +16.2% |
| YTD | +20.8% | -17.9% | +38.7% | +20.8% |
| 1Y | +40.2% | -23.7% | +63.9% | +43.3% |
| All | +40.2% | -24.4% | +64.6% | +43.3% |
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 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