+696.7%
KKR vs AGI
+392.3%
+304.4%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.7% | -0.5% | +0.2% |
| 7D | -6.2% | -2.7% | -3.4% | -6.0% |
| 30D | -8.9% | +7.2% | -16.1% | -9.2% |
| 3M | +6.3% | +4.3% | +2.0% | +5.9% |
| 6M | +16.5% | -27.1% | +43.5% | +17.9% |
| YTD | -20.3% | -6.6% | -13.7% | -20.5% |
| 1Y | -29.8% | +9.5% | -39.3% | -30.7% |
| 3Y | +63.2% | +208.4% | -145.3% | +51.1% |
| 5Y | +68.0% | +401.6% | -333.7% | +52.4% |
| All | +696.7% | +392.3% | +304.4% | +656.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AGI.
Daily Out/Under-Performance
Portfolio return minus AGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AGI 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 10y: compounded portfolio wealth divided by compounded AGI 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…
10y analysis · Full analysis span regression · 6 months rolling