+922.5%
KKR vs AMBA
+772.6%
+149.9%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +6.1% | -8.0% | -3.3% |
| 7D | +2.2% | -7.2% | +9.5% | +3.9% |
| 30D | +7.6% | -10.4% | +18.0% | +9.9% |
| 3M | -6.5% | -30.1% | +23.7% | +1.0% |
| 6M | -3.9% | -22.4% | +18.5% | -3.2% |
| YTD | -23.9% | -17.3% | -6.5% | -25.1% |
| 1Y | -18.5% | -35.4% | +16.8% | -15.4% |
| 3Y | +65.8% | +18.6% | +47.2% | +41.0% |
| 5Y | +25.3% | -69.8% | +95.1% | +35.1% |
| 10Y | +720.2% | +1.1% | +719.1% | +533.9% |
| All | +922.5% | +772.6% | +149.9% | +422.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling