+329.1%
APP vs KKR
+72.2%
+256.9%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -1.6% | -0.7% | -1.0% |
| 7D | -4.4% | -2.2% | -2.2% | -2.9% |
| 30D | -10.0% | +0.3% | -10.3% | -11.3% |
| 3M | -41.4% | +8.8% | -50.2% | -46.0% |
| 6M | -41.0% | +14.9% | -55.9% | -48.6% |
| YTD | -54.7% | -17.9% | -36.8% | -48.8% |
| 1Y | -45.3% | -23.7% | -21.7% | -35.5% |
| 3Y | +624.3% | +69.1% | +555.2% | +305.7% |
| 5Y | +329.1% | +72.6% | +256.6% | +141.1% |
| All | +329.1% | +72.2% | +256.9% | +141.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling