+644.9%
KKR vs AMBA
+0.6%
+644.3%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -2.3% | -0.6% | -2.2% |
| 7D | -1.1% | +10.7% | -11.8% | -4.0% |
| 30D | +11.5% | -5.0% | +16.6% | +12.5% |
| 3M | -12.4% | -26.9% | +14.5% | -5.4% |
| 6M | -1.9% | -21.9% | +20.0% | -1.4% |
| YTD | -23.3% | -13.8% | -9.5% | -26.0% |
| 1Y | -20.4% | -36.1% | +15.6% | -16.7% |
| 3Y | +56.1% | +21.6% | +34.4% | +25.6% |
| 5Y | +28.4% | -68.8% | +97.2% | +37.9% |
| All | +644.9% | +0.6% | +644.3% | +388.3% |
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 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