-18.2%
KKR vs AG
+7.9%
-26.1%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -2.4% | +3.3% | +1.1% |
| 7D | +1.6% | -10.0% | +11.6% | +2.6% |
| 30D | +14.5% | -10.5% | +25.0% | +15.5% |
| 3M | -15.0% | -27.3% | +12.3% | -12.7% |
| 6M | +1.0% | -43.0% | +44.0% | +4.4% |
| YTD | -22.6% | -17.9% | -4.7% | -26.3% |
| 1Y | -18.2% | +11.9% | -30.1% | -26.7% |
| All | -18.2% | +7.9% | -26.1% | -26.7% |
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