+1,750.7%
KKR vs AG
+452.7%
+1,297.9%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -2.0% | +0.1% | -1.7% |
| 7D | -0.9% | +1.0% | -1.9% | -1.0% |
| 30D | +2.2% | +19.2% | -17.0% | +0.3% |
| 3M | +13.1% | +6.2% | +6.9% | +11.8% |
| 6M | +15.3% | -26.7% | +41.9% | +17.5% |
| YTD | -15.0% | +26.1% | -41.1% | -18.7% |
| 1Y | -21.0% | +131.7% | -152.7% | -29.6% |
| 3Y | +76.7% | +255.3% | -178.6% | +46.0% |
| 5Y | +74.3% | +61.9% | +12.4% | +51.6% |
| 10Y | +753.7% | +72.0% | +681.7% | +584.5% |
| All | +1,750.7% | +452.7% | +1,297.9% | +1,108.8% |
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