-21.0%
KKR vs AG
+125.2%
-146.2%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -2.0% | +0.1% | -1.7% |
| 7D | -0.9% | +1.0% | -1.9% | -1.0% |
| 30D | +2.2% | +19.2% | -17.0% | +0.9% |
| 3M | +13.1% | +6.2% | +6.9% | +12.0% |
| 6M | +15.3% | -26.7% | +41.9% | +16.1% |
| YTD | -15.0% | +26.1% | -41.1% | -18.9% |
| 1Y | -21.0% | +131.7% | -152.7% | -31.3% |
| All | -21.0% | +125.2% | -146.2% | -31.3% |
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