+12.7%
KKR vs AMIX
-100.0%
+112.6%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | 0.0% | -1.9% | -1.9% |
| 7D | +2.2% | -16.0% | +18.2% | +2.3% |
| 30D | +7.6% | -55.4% | +63.0% | +8.2% |
| 3M | -6.5% | -87.5% | +81.0% | -5.2% |
| 6M | -3.9% | -81.2% | +77.3% | -3.9% |
| YTD | -23.9% | -86.8% | +63.0% | -23.5% |
| 1Y | -18.5% | -91.6% | +73.0% | -17.8% |
| All | +12.7% | -100.0% | +112.6% | +20.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling