+654.6%
APP vs KKR
+80.0%
+574.6%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -1.8% | +4.1% | +3.5% |
| 7D | +0.9% | -0.9% | +1.8% | +1.3% |
| 30D | -23.3% | +2.2% | -25.4% | -24.9% |
| 3M | -42.6% | +13.1% | -55.7% | -48.0% |
| 6M | -33.6% | +15.3% | -48.9% | -41.1% |
| YTD | -52.4% | -15.0% | -37.4% | -48.1% |
| 1Y | -35.9% | -21.0% | -14.9% | -26.9% |
| All | +654.6% | +80.0% | +574.6% | +374.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling