+8.4%
KKR vs AHR
+360.2%
-351.8%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +0.5% | -3.6% | -3.2% |
| 7D | -8.1% | -3.0% | -5.1% | -7.4% |
| 30D | -9.1% | +2.6% | -11.7% | -9.8% |
| 3M | +6.4% | +16.0% | -9.7% | +1.0% |
| 6M | +12.6% | +3.1% | +9.5% | +10.9% |
| YTD | -20.4% | +16.0% | -36.5% | -25.3% |
| 1Y | -27.1% | +28.0% | -55.0% | -35.0% |
| All | +8.4% | +360.2% | -351.8% | -39.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AHR.
Daily Out/Under-Performance
Portfolio return minus AHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AHR 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 AHR 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