+525.2%
KKR vs AMC
-98.1%
+623.3%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +4.3% | -6.2% | -2.0% |
| 7D | -0.9% | +2.3% | -3.2% | -1.0% |
| 30D | +2.2% | -0.7% | +2.9% | +2.2% |
| 3M | +13.1% | +35.2% | -22.1% | +11.5% |
| 6M | +15.3% | +124.6% | -109.3% | +11.5% |
| YTD | -15.0% | +69.9% | -84.9% | -17.1% |
| 1Y | -21.0% | -2.6% | -18.4% | -21.7% |
| 3Y | +76.7% | -79.8% | +156.5% | +79.3% |
| 5Y | +74.3% | -99.4% | +173.7% | +86.9% |
| 10Y | +753.7% | -98.9% | +852.6% | +768.2% |
| All | +525.2% | -98.1% | +623.3% | +472.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling