+464.9%
AXP vs KKR
+721.8%
-256.9%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.9% | +1.8% | +1.0% |
| 7D | +0.6% | -0.6% | +1.2% | +0.9% |
| 30D | -4.3% | +3.0% | -7.4% | -6.3% |
| 3M | +4.7% | +13.6% | -8.9% | -3.2% |
| 6M | +9.0% | +16.2% | -7.2% | -1.1% |
| YTD | -11.1% | -16.6% | +5.5% | -4.0% |
| 1Y | +1.3% | -23.2% | +24.5% | +13.7% |
| 3Y | +114.5% | +71.7% | +42.8% | +45.5% |
| 5Y | +118.0% | +74.8% | +43.2% | +36.6% |
| 10Y | +464.9% | +711.6% | -246.6% | +50.0% |
| All | +464.9% | +721.8% | -256.9% | +50.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling