+12.9%
KKR vs AMDL
+117.8%
-104.9%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMDL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +11.7% | -13.5% | -3.0% |
| 7D | -0.6% | +19.9% | -20.6% | -2.6% |
| 30D | +3.0% | +6.3% | -3.2% | +2.0% |
| 3M | +13.6% | -9.9% | +23.5% | +11.6% |
| 6M | +16.2% | +394.3% | -378.1% | -11.3% |
| YTD | -16.6% | +257.3% | -273.9% | -35.1% |
| 1Y | -23.2% | +508.5% | -531.8% | -48.1% |
| All | +12.9% | +117.8% | -104.9% | -28.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling