+1,636.4%
KKR vs AGG
+40.9%
+1,595.5%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AGG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.1% | +0.3% | +0.2% |
| 7D | -6.2% | -1.1% | -5.1% | -5.8% |
| 30D | -8.9% | -1.1% | -7.7% | -8.5% |
| 3M | +6.3% | -1.9% | +8.2% | +7.0% |
| 6M | +16.5% | -1.7% | +18.2% | +17.2% |
| YTD | -20.3% | -1.3% | -19.0% | -19.8% |
| 1Y | -29.8% | -0.7% | -29.0% | -29.5% |
| 3Y | +63.2% | +12.5% | +50.7% | +57.3% |
| 5Y | +68.0% | -2.5% | +70.4% | +53.4% |
| 10Y | +704.3% | +14.2% | +690.1% | +814.5% |
| All | +1,636.4% | +40.9% | +1,595.5% | +3,336.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AGG.
Daily Out/Under-Performance
Portfolio return minus AGG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AGG 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 AGG 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