+66.5%
KKR vs AMCR
-12.3%
+78.8%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.6% | +1.8% | +1.1% |
| 7D | -6.2% | -6.3% | +0.1% | -2.8% |
| 30D | -8.9% | -7.8% | -1.1% | -4.8% |
| 3M | +6.3% | +7.5% | -1.3% | +1.8% |
| 6M | +16.5% | +2.7% | +13.8% | +13.5% |
| YTD | -20.3% | +6.0% | -26.3% | -25.1% |
| 1Y | -29.8% | +7.8% | -37.6% | -35.1% |
| 3Y | +63.2% | +5.8% | +57.4% | +44.7% |
| All | +66.5% | -12.3% | +78.8% | +70.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AMCR.
Daily Out/Under-Performance
Portfolio return minus AMCR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMCR 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 AMCR 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