+1,716.3%
KKR vs AA
+122.6%
+1,593.7%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +3.5% | -5.4% | -2.9% |
| 7D | -0.6% | +1.7% | -2.3% | -1.2% |
| 30D | +3.0% | +3.3% | -0.3% | +1.7% |
| 3M | +13.6% | -29.4% | +43.1% | +25.0% |
| 6M | +16.2% | -12.8% | +29.0% | +17.3% |
| YTD | -16.6% | -2.1% | -14.5% | -19.7% |
| 1Y | -23.2% | +62.8% | -86.0% | -38.4% |
| 3Y | +71.7% | +90.5% | -18.8% | +23.1% |
| 5Y | +74.8% | +19.1% | +55.8% | +33.6% |
| 10Y | +711.6% | +124.8% | +586.8% | +265.0% |
| All | +1,716.3% | +122.6% | +1,593.7% | +615.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AA.
Daily Out/Under-Performance
Portfolio return minus AA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AA 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 AA 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