+403.0%
AXP vs KKR
+664.1%
-261.1%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -2.8% | +1.3% | 0.0% |
| 7D | -2.1% | -1.1% | -1.0% | -1.6% |
| 30D | +2.7% | +11.5% | -8.9% | -3.4% |
| 3M | -7.3% | -12.4% | +5.1% | -1.0% |
| 6M | +1.8% | -1.9% | +3.7% | +1.4% |
| YTD | -13.1% | -23.3% | +10.3% | -2.1% |
| 1Y | -13.7% | -20.4% | +6.7% | -5.0% |
| 3Y | +113.1% | +56.1% | +57.1% | +52.0% |
| 5Y | +85.9% | +28.4% | +57.5% | +41.4% |
| All | +403.0% | +664.1% | -261.1% | +35.5% |
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 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