+728.2%
KKR vs AMBA
+2.6%
+725.6%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +8.4% | -9.9% | -3.9% |
| 7D | -2.2% | +2.5% | -4.7% | -3.1% |
| 30D | +0.3% | -16.1% | +16.4% | +5.0% |
| 3M | +8.8% | +4.6% | +4.2% | +3.5% |
| 6M | +14.9% | +29.2% | -14.3% | -0.4% |
| YTD | -17.9% | -2.9% | -15.0% | -22.7% |
| 1Y | -23.7% | -18.7% | -5.0% | -25.6% |
| 3Y | +69.1% | +14.9% | +54.2% | +39.8% |
| 5Y | +72.6% | -53.0% | +125.5% | +67.4% |
| 10Y | +728.2% | +8.3% | +719.9% | +434.3% |
| All | +728.2% | +2.6% | +725.6% | +434.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AMBA.
Daily Out/Under-Performance
Portfolio return minus AMBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMBA 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 2016-09-09 to 2026-09-09: compounded portfolio wealth divided by compounded AMBA 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling