+13.5%
KKR vs AMIX
-100.0%
+113.5%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -8.4% | +5.6% | -2.8% |
| 7D | -1.1% | -10.9% | +9.7% | -1.1% |
| 30D | +11.5% | -55.0% | +66.5% | +12.1% |
| 3M | -12.4% | -82.0% | +69.7% | -11.3% |
| 6M | -1.9% | -80.4% | +78.5% | -2.1% |
| YTD | -23.3% | -88.3% | +64.9% | -22.8% |
| 1Y | -20.4% | -92.4% | +71.9% | -19.6% |
| All | +13.5% | -100.0% | +113.5% | +21.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AMIX.
Daily Out/Under-Performance
Portfolio return minus AMIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMIX 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 AMIX 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