+7.7%
KKR vs AMDL
+92.1%
-84.4%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMDL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +2.7% | +0.2% | +2.6% |
| 7D | +5.1% | +5.4% | -0.3% | +3.4% |
| 30D | +10.9% | -36.6% | +47.5% | +13.5% |
| 3M | -2.9% | -1.0% | -1.9% | -5.7% |
| 6M | -1.2% | -12.1% | +10.8% | -6.5% |
| YTD | -20.4% | +215.1% | -235.6% | -39.0% |
| 1Y | -15.4% | +130.4% | -145.8% | -32.8% |
| All | +7.7% | +92.1% | -84.4% | -32.8% |
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