+74.8%
KKR vs AMC
-99.5%
+174.3%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -3.4% | +1.5% | -1.6% |
| 7D | -0.6% | -0.8% | +0.1% | -0.6% |
| 30D | +3.0% | -1.2% | +4.2% | +3.0% |
| 3M | +13.6% | +42.2% | -28.6% | +8.9% |
| 6M | +16.2% | +118.8% | -102.6% | +6.5% |
| YTD | -16.6% | +64.1% | -80.7% | -21.9% |
| 1Y | -23.2% | -9.5% | -13.7% | -24.6% |
| 3Y | +71.7% | -64.3% | +136.1% | +73.6% |
| 5Y | +74.8% | -99.5% | +174.3% | +146.1% |
| All | +74.8% | -99.5% | +174.3% | +146.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling