+62.8%
KKR vs AG
+260.2%
-197.4%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -4.9% | +1.8% | -2.6% |
| 7D | -8.1% | -5.8% | -2.3% | -7.5% |
| 30D | -9.1% | +6.4% | -15.5% | -9.8% |
| 3M | +6.4% | +28.4% | -22.0% | +3.4% |
| 6M | +12.6% | -24.5% | +37.0% | +14.5% |
| YTD | -20.4% | +21.2% | -41.6% | -24.2% |
| 1Y | -27.1% | +114.1% | -141.2% | -35.8% |
| All | +62.8% | +260.2% | -197.4% | +26.9% |
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