+1,041.7%
KKR vs AMBA
+837.3%
+204.4%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.8% | -1.1% | -1.7% |
| 7D | -0.9% | -11.0% | +10.1% | +1.9% |
| 30D | +2.2% | -23.2% | +25.3% | +8.6% |
| 3M | +13.1% | -12.7% | +25.8% | +13.2% |
| 6M | +15.3% | +11.2% | +4.0% | +6.5% |
| YTD | -15.0% | -11.2% | -3.8% | -17.1% |
| 1Y | -21.0% | -22.5% | +1.5% | -21.4% |
| 3Y | +76.7% | -1.3% | +78.0% | +58.0% |
| 5Y | +74.3% | -54.2% | +128.5% | +73.6% |
| 10Y | +753.7% | -6.1% | +759.9% | +566.0% |
| All | +1,041.7% | +837.3% | +204.4% | +477.5% |
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 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