-23.2%
KKR vs AMIX
-80.5%
+57.3%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.2% | -1.6% | -1.9% |
| 7D | -0.6% | -3.4% | +2.7% | -0.6% |
| 30D | +3.0% | -54.4% | +57.4% | +3.2% |
| 3M | +13.6% | -45.7% | +59.4% | +13.9% |
| 6M | +16.2% | -49.2% | +65.4% | +16.1% |
| YTD | -16.6% | -60.3% | +43.8% | -18.0% |
| 1Y | -23.2% | -81.4% | +58.1% | -23.3% |
| All | -23.2% | -80.5% | +57.3% | -23.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling