+1,688.1%
KKR vs AGI
+198.7%
+1,489.5%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +1.3% | -2.9% | -1.6% |
| 7D | -2.2% | +2.2% | -4.4% | -2.3% |
| 30D | +0.3% | +11.3% | -11.0% | -0.4% |
| 3M | +8.8% | +5.6% | +3.2% | +8.2% |
| 6M | +14.9% | -27.7% | +42.6% | +16.7% |
| YTD | -17.9% | -4.1% | -13.8% | -18.3% |
| 1Y | -23.7% | +13.8% | -37.5% | -25.0% |
| 3Y | +69.1% | +217.0% | -148.0% | +54.8% |
| 5Y | +72.6% | +404.3% | -331.8% | +53.3% |
| 10Y | +728.2% | +400.5% | +327.7% | +619.9% |
| All | +1,688.1% | +198.7% | +1,489.5% | +1,378.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling