+7.9%
KKR vs AMDL
+126.1%
-118.1%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMDL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +4.9% | -4.7% | -0.3% |
| 7D | -6.2% | +15.9% | -22.1% | -7.7% |
| 30D | -8.9% | +10.5% | -19.3% | -10.1% |
| 3M | +6.3% | -4.7% | +11.0% | +3.9% |
| 6M | +16.5% | +355.2% | -338.7% | -9.9% |
| YTD | -20.3% | +270.9% | -291.1% | -38.2% |
| 1Y | -29.8% | +499.5% | -529.3% | -52.2% |
| All | +7.9% | +126.1% | -118.1% | -31.9% |
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