+735.7%
KKR vs AMBA
+12.8%
+722.9%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +5.3% | -3.6% | +0.2% |
| 7D | +0.1% | 0.0% | +0.1% | -0.1% |
| 30D | +7.9% | -8.6% | +16.4% | +10.0% |
| 3M | -4.4% | -29.0% | +24.6% | +4.0% |
| 6M | -4.0% | -19.2% | +15.3% | -4.5% |
| YTD | -22.6% | -13.0% | -9.6% | -25.5% |
| 1Y | -18.6% | -31.3% | +12.7% | -16.6% |
| 3Y | +60.6% | +28.1% | +32.5% | +27.3% |
| 5Y | +28.4% | -69.4% | +97.9% | +38.8% |
| 10Y | +735.7% | +7.6% | +728.1% | +446.5% |
| All | +735.7% | +12.8% | +722.9% | +446.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling