+485.3%
KKR vs AMC
-97.5%
+582.8%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +1.8% | +1.0% | +2.8% |
| 7D | +5.1% | +5.5% | -0.4% | +4.9% |
| 30D | +10.9% | +16.1% | -5.2% | +10.3% |
| 3M | -2.9% | +43.0% | -45.8% | -4.1% |
| 6M | -1.2% | +130.7% | -131.9% | -4.5% |
| YTD | -20.4% | +121.8% | -142.2% | -23.1% |
| 1Y | -15.4% | +40.7% | -56.1% | -17.2% |
| 3Y | +61.9% | -56.8% | +118.7% | +61.2% |
| 5Y | +38.3% | -99.1% | +137.4% | +46.6% |
| 10Y | +720.6% | -98.7% | +819.3% | +745.5% |
| All | +485.3% | -97.5% | +582.8% | +431.1% |
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 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