+63.2%
KKR vs AGI
+206.1%
-142.9%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.7% | -0.5% | +0.1% |
| 7D | -6.2% | -2.7% | -3.4% | -5.9% |
| 30D | -8.9% | +7.2% | -16.1% | -9.4% |
| 3M | +6.3% | +4.3% | +2.0% | +5.7% |
| 6M | +16.5% | -27.1% | +43.5% | +18.7% |
| YTD | -20.3% | -6.6% | -13.7% | -21.0% |
| 1Y | -29.8% | +9.5% | -39.3% | -31.8% |
| 3Y | +63.2% | +208.4% | -145.3% | +26.4% |
| All | +63.2% | +206.1% | -142.9% | +26.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling