+1,716.3%
KKR vs AME
+1,271.4%
+444.9%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AME | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | 0.0% | -1.9% | -1.9% |
| 7D | -0.6% | +2.8% | -3.4% | -2.9% |
| 30D | +3.0% | -6.3% | +9.3% | +8.4% |
| 3M | +13.6% | +5.4% | +8.3% | +8.5% |
| 6M | +16.2% | +7.4% | +8.8% | +8.3% |
| YTD | -16.6% | +16.2% | -32.8% | -27.4% |
| 1Y | -23.2% | +26.8% | -50.0% | -38.1% |
| 3Y | +71.7% | +57.5% | +14.2% | +16.6% |
| 5Y | +74.8% | +84.8% | -10.0% | +5.9% |
| 10Y | +711.6% | +424.3% | +287.3% | +118.5% |
| All | +1,716.3% | +1,271.4% | +444.9% | +153.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling