+696.7%
KKR vs AJG
+473.1%
+223.6%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AJG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.2% | +1.4% | +1.0% |
| 7D | -6.2% | -8.3% | +2.1% | -0.9% |
| 30D | -8.9% | -5.7% | -3.2% | -5.7% |
| 3M | +6.3% | +9.1% | -2.8% | -1.4% |
| 6M | +16.5% | +15.2% | +1.2% | +3.6% |
| YTD | -20.3% | -6.3% | -14.0% | -19.1% |
| 1Y | -29.8% | -19.1% | -10.7% | -21.4% |
| 3Y | +63.2% | +8.2% | +55.0% | +40.3% |
| 5Y | +68.0% | +75.6% | -7.7% | -2.9% |
| All | +696.7% | +473.1% | +223.6% | +107.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AJG.
Daily Out/Under-Performance
Portfolio return minus AJG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AJG 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 AJG 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