+4.7%
KKR vs AMDL
+102.5%
-97.8%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMDL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -17.6% | +18.4% | +2.4% |
| 7D | +1.6% | +37.2% | -35.6% | -1.8% |
| 30D | +14.5% | -24.0% | +38.6% | +14.9% |
| 3M | -15.0% | -1.0% | -13.9% | -17.7% |
| 6M | +1.0% | -3.2% | +4.2% | -5.6% |
| YTD | -22.6% | +232.2% | -254.9% | -41.2% |
| 1Y | -18.2% | +137.7% | -155.9% | -35.2% |
| All | +4.7% | +102.5% | -97.8% | -35.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AMDL.
Daily Out/Under-Performance
Portfolio return minus AMDL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMDL 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 AMDL 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