+728.2%
KKR vs AMC
-99.0%
+827.2%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -3.9% | +2.4% | -1.4% |
| 7D | -2.2% | -6.8% | +4.6% | -2.0% |
| 30D | +0.3% | +1.7% | -1.4% | +0.2% |
| 3M | +8.8% | +26.8% | -18.0% | +7.6% |
| 6M | +14.9% | +117.7% | -102.8% | +11.6% |
| YTD | -17.9% | +57.7% | -75.6% | -19.6% |
| 1Y | -23.7% | -12.5% | -11.2% | -24.1% |
| 3Y | +69.1% | -65.7% | +134.8% | +69.5% |
| 5Y | +72.6% | -99.5% | +172.0% | +83.8% |
| 10Y | +728.2% | -99.0% | +827.2% | +693.5% |
| All | +728.2% | -99.0% | +827.2% | +693.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AMC.
Daily Out/Under-Performance
Portfolio return minus AMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMC 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 AMC 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