-55.4%
APP vs KKR
-12.5%
-42.9%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.7% | +5.6% | +5.1% | +7.9% |
| 7D | +4.5% | +8.9% | -4.4% | +0.3% |
| 30D | -3.6% | +12.7% | -16.3% | -9.2% |
| 3M | -35.3% | -6.2% | -29.1% | -33.7% |
| 6M | -42.8% | -1.5% | -41.2% | -42.8% |
| YTD | -59.7% | -20.1% | -39.6% | -58.8% |
| 1Y | -55.4% | -13.7% | -41.6% | -54.2% |
| All | -55.4% | -12.5% | -42.9% | -54.2% |
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