+827.1%
AXP vs KKR
+1,510.1%
-682.9%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.9% | +0.6% | -0.3% |
| 7D | +0.6% | +2.2% | -1.6% | -0.5% |
| 30D | +5.8% | +7.6% | -1.8% | +2.0% |
| 3M | -6.0% | -6.5% | +0.5% | -3.6% |
| 6M | +0.3% | -3.9% | +4.2% | +1.1% |
| YTD | -12.3% | -23.9% | +11.6% | -2.1% |
| 1Y | -11.2% | -18.5% | +7.3% | -4.3% |
| 3Y | +117.0% | +65.8% | +51.3% | +60.8% |
| 5Y | +93.2% | +25.3% | +67.8% | +56.8% |
| 10Y | +461.2% | +720.2% | -259.0% | +95.3% |
| All | +827.1% | +1,510.1% | -682.9% | +119.0% |
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