+696.7%
KKR vs AME
+445.1%
+251.7%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AME | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +3.3% | -3.0% | -2.6% |
| 7D | -6.2% | +1.7% | -7.9% | -7.6% |
| 30D | -8.9% | -6.4% | -2.4% | -3.7% |
| 3M | +6.3% | +7.1% | -0.8% | -0.3% |
| 6M | +16.5% | +8.2% | +8.3% | +7.3% |
| YTD | -20.3% | +18.2% | -38.4% | -32.4% |
| 1Y | -29.8% | +26.7% | -56.5% | -44.4% |
| 3Y | +63.2% | +60.7% | +2.5% | +5.2% |
| 5Y | +68.0% | +91.6% | -23.6% | -5.8% |
| All | +696.7% | +445.1% | +251.7% | +115.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AME.
Daily Out/Under-Performance
Portfolio return minus AME return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AME 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 AME 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