+391.7%
APP vs KKR
+110.8%
+280.8%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -1.8% | +4.1% | +3.6% |
| 7D | +0.9% | -0.9% | +1.8% | +1.3% |
| 30D | -23.3% | +2.2% | -25.4% | -25.1% |
| 3M | -42.6% | +13.1% | -55.7% | -48.7% |
| 6M | -33.6% | +15.3% | -48.9% | -42.1% |
| YTD | -52.4% | -15.0% | -37.4% | -47.7% |
| 1Y | -35.9% | -21.0% | -14.9% | -26.4% |
| 3Y | +642.2% | +76.7% | +565.5% | +313.2% |
| 5Y | +311.1% | +74.3% | +236.7% | +135.7% |
| All | +391.7% | +110.8% | +280.8% | +169.5% |
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