+696.7%
KKR vs AFL
+303.3%
+393.5%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AFL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.7% | -0.5% | -0.2% |
| 7D | -6.2% | -1.6% | -4.5% | -5.2% |
| 30D | -8.9% | -4.0% | -4.8% | -6.6% |
| 3M | +6.3% | -0.5% | +6.8% | +6.0% |
| 6M | +16.5% | +6.5% | +9.9% | +10.6% |
| YTD | -20.3% | +6.2% | -26.4% | -24.4% |
| 1Y | -29.8% | +8.3% | -38.1% | -34.4% |
| 3Y | +63.2% | +62.5% | +0.6% | +14.8% |
| 5Y | +68.0% | +136.2% | -68.2% | -7.9% |
| All | +696.7% | +303.3% | +393.5% | +211.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AFL.
Daily Out/Under-Performance
Portfolio return minus AFL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AFL 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 AFL 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