+11.9%
APH vs KKR
-17.8%
+29.7%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +2.8% | -3.8% | -1.4% |
| 7D | -5.0% | +5.1% | -10.1% | -5.7% |
| 30D | -8.4% | +10.9% | -19.2% | -9.9% |
| 3M | -4.5% | -2.9% | -1.6% | -4.2% |
| 6M | +25.3% | -1.2% | +26.5% | +24.5% |
| YTD | +18.9% | -20.4% | +39.4% | +20.0% |
| 1Y | +11.9% | -15.4% | +27.4% | +12.5% |
| All | +11.9% | -17.8% | +29.7% | +12.5% |
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