+72.6%
KKR vs AG
+69.4%
+3.2%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +2.1% | -3.6% | -1.8% |
| 7D | -2.2% | -0.1% | -2.1% | -2.2% |
| 30D | +0.3% | +12.5% | -12.2% | -1.4% |
| 3M | +8.8% | +28.2% | -19.3% | +4.8% |
| 6M | +14.9% | -18.8% | +33.7% | +16.4% |
| YTD | -17.9% | +27.4% | -45.3% | -23.2% |
| 1Y | -23.7% | +132.2% | -155.9% | -35.9% |
| 3Y | +69.1% | +286.9% | -217.8% | +22.7% |
| 5Y | +72.6% | +72.8% | -0.2% | +38.7% |
| All | +72.6% | +69.4% | +3.2% | +38.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling