-13.7%
KKR vs AG
+29.4%
-43.1%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | +9.1% | -3.6% | +4.7% |
| 7D | +8.9% | -2.6% | +11.5% | +9.1% |
| 30D | +12.7% | -12.1% | +24.8% | +13.8% |
| 3M | -6.2% | -6.6% | +0.4% | -5.8% |
| 6M | -1.5% | -20.5% | +18.9% | -0.4% |
| YTD | -20.1% | -7.4% | -12.6% | -24.2% |
| 1Y | -13.7% | +33.4% | -47.1% | -22.3% |
| All | -13.7% | +29.4% | -43.1% | -22.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AG.
Daily Out/Under-Performance
Portfolio return minus AG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AG 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 1y: compounded portfolio wealth divided by compounded AG 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…
1y analysis · Full analysis span regression · 6 months rolling