+506.6%
APP vs KKR
+97.4%
+409.3%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +2.8% | -6.3% | -5.6% |
| 7D | +61.1% | +5.1% | +56.0% | +54.3% |
| 30D | +42.8% | +10.9% | +31.9% | +30.7% |
| 3M | +16.7% | -2.9% | +19.5% | +16.5% |
| 6M | -15.6% | -1.2% | -14.3% | -17.4% |
| YTD | -41.3% | -20.4% | -20.9% | -33.0% |
| 1Y | -39.3% | -15.4% | -23.8% | -34.3% |
| 3Y | +803.2% | +61.9% | +741.3% | +433.8% |
| 5Y | +313.2% | +38.3% | +274.9% | +161.7% |
| All | +506.6% | +97.4% | +409.3% | +245.6% |
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 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