+1,632.8%
KKR vs AFL
+598.7%
+1,034.1%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AFL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.2% | -2.9% | -2.9% |
| 7D | -8.1% | -3.3% | -4.8% | -6.0% |
| 30D | -9.1% | -5.0% | -4.1% | -6.1% |
| 3M | +6.4% | -1.8% | +8.1% | +7.0% |
| 6M | +12.6% | +4.8% | +7.7% | +7.8% |
| YTD | -20.4% | +5.4% | -25.9% | -24.3% |
| 1Y | -27.1% | +9.0% | -36.0% | -32.4% |
| 3Y | +63.8% | +63.0% | +0.8% | +13.2% |
| 5Y | +67.6% | +134.5% | -66.9% | -10.1% |
| 10Y | +702.6% | +298.6% | +404.0% | +176.6% |
| All | +1,632.8% | +598.7% | +1,034.1% | +263.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling