+1,688.1%
KKR vs AIG
+222.2%
+1,465.9%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.5% | -2.0% | -1.8% |
| 7D | -2.2% | -1.4% | -0.8% | -1.4% |
| 30D | +0.3% | -3.3% | +3.6% | +2.1% |
| 3M | +8.8% | +2.2% | +6.6% | +7.1% |
| 6M | +14.9% | -2.1% | +17.0% | +15.4% |
| YTD | -17.9% | -11.2% | -6.7% | -13.4% |
| 1Y | -23.7% | -2.1% | -21.6% | -24.2% |
| 3Y | +69.1% | +34.4% | +34.7% | +40.3% |
| 5Y | +72.6% | +53.7% | +18.8% | +32.0% |
| 10Y | +728.2% | +64.4% | +663.8% | +442.9% |
| All | +1,688.1% | +222.2% | +1,465.9% | +593.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AIG.
Daily Out/Under-Performance
Portfolio return minus AIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AIG 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 AIG 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