+695.1%
KKR vs AG
+73.4%
+621.6%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -4.9% | +1.8% | -2.6% |
| 7D | -8.1% | -5.8% | -2.3% | -7.6% |
| 30D | -9.1% | +6.4% | -15.5% | -9.7% |
| 3M | +6.4% | +28.4% | -22.0% | +3.6% |
| 6M | +12.6% | -24.5% | +37.0% | +14.3% |
| YTD | -20.4% | +21.2% | -41.6% | -23.4% |
| 1Y | -27.1% | +114.1% | -141.2% | -34.0% |
| 3Y | +63.8% | +268.0% | -204.2% | +36.5% |
| 5Y | +67.6% | +67.3% | +0.3% | +45.5% |
| All | +695.1% | +73.4% | +621.6% | +581.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling