+3,105.7%
APH vs KKR
+1,510.1%
+1,595.7%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -1.9% | +6.0% | +4.8% |
| 7D | -5.9% | +2.2% | -8.2% | -7.0% |
| 30D | -14.8% | +7.6% | -22.4% | -17.6% |
| 3M | -12.4% | -6.5% | -6.0% | -11.0% |
| 6M | +8.1% | -3.9% | +12.0% | +8.2% |
| YTD | +10.9% | -23.9% | +34.8% | +20.0% |
| 1Y | +8.8% | -18.5% | +27.3% | +14.2% |
| 3Y | +262.1% | +65.8% | +196.3% | +176.2% |
| 5Y | +283.1% | +25.3% | +257.8% | +214.1% |
| 10Y | +908.1% | +720.2% | +187.9% | +282.2% |
| All | +3,105.7% | +1,510.1% | +1,595.7% | +745.7% |
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