+839.2%
AXP vs KKR
+1,697.8%
-858.6%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.8% | +0.7% | -0.2% |
| 7D | -2.1% | -0.9% | -1.2% | -1.8% |
| 30D | -6.5% | +2.2% | -8.7% | -7.8% |
| 3M | +4.6% | +13.1% | -8.4% | -2.0% |
| 6M | +5.4% | +15.3% | -9.8% | -2.7% |
| YTD | -11.1% | -15.0% | +3.9% | -5.7% |
| 1Y | -0.3% | -21.0% | +20.7% | +9.0% |
| 3Y | +111.6% | +76.7% | +34.9% | +52.0% |
| 5Y | +117.6% | +74.3% | +43.2% | +50.1% |
| 10Y | +474.1% | +753.7% | -279.6% | +94.6% |
| All | +839.2% | +1,697.8% | -858.6% | +111.0% |
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 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