+1,561.6%
APH vs KKR
+1,697.8%
-136.2%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -47.8% | -1.8% | -46.0% | -47.1% |
| 7D | -48.7% | -1.5% | -47.3% | -48.1% |
| 30D | -51.9% | +2.2% | -54.1% | -52.2% |
| 3M | -43.6% | +13.1% | -56.6% | -46.2% |
| 6M | -37.5% | +15.3% | -52.8% | -41.3% |
| YTD | -38.6% | -15.0% | -23.6% | -35.6% |
| 1Y | -26.3% | -21.0% | -5.3% | -21.0% |
| 3Y | +89.2% | +76.7% | +12.5% | +42.4% |
| 5Y | +119.8% | +74.3% | +45.5% | +59.6% |
| 10Y | +454.3% | +753.7% | -299.5% | +108.8% |
| All | +1,561.6% | +1,697.8% | -136.2% | +325.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling