+55.0%
KKR vs AG
+202.7%
-147.7%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -5.3% | +2.4% | -2.3% |
| 7D | -1.1% | -6.0% | +4.9% | -0.5% |
| 30D | +11.5% | -14.3% | +25.8% | +13.2% |
| 3M | -12.4% | -26.9% | +14.6% | -9.7% |
| 6M | -1.9% | -42.1% | +40.2% | +2.7% |
| YTD | -23.3% | -15.9% | -7.5% | -24.4% |
| 1Y | -20.4% | +11.5% | -32.0% | -24.3% |
| All | +55.0% | +202.7% | -147.7% | +24.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling