+1,584.4%
KKR vs AG
+259.8%
+1,324.6%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -2.4% | +3.3% | +1.1% |
| 7D | +1.6% | -10.0% | +11.6% | +2.7% |
| 30D | +14.5% | -10.5% | +25.0% | +15.7% |
| 3M | -15.0% | -27.3% | +12.3% | -12.5% |
| 6M | +1.0% | -43.0% | +44.0% | +5.9% |
| YTD | -22.6% | -17.9% | -4.7% | -22.9% |
| 1Y | -18.2% | +11.9% | -30.1% | -21.2% |
| 3Y | +56.4% | +201.8% | -145.4% | +31.5% |
| 5Y | +29.6% | -0.1% | +29.6% | +18.0% |
| 10Y | +671.3% | +72.7% | +598.6% | +518.3% |
| All | +1,584.4% | +259.8% | +1,324.6% | +1,045.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling