+25.8%
KKR vs AMIX
-99.9%
+125.6%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.9% | +0.1% | -1.8% |
| 7D | -0.9% | -13.7% | +12.8% | -0.8% |
| 30D | +2.2% | -62.1% | +64.2% | +2.8% |
| 3M | +13.1% | -46.2% | +59.2% | +12.5% |
| 6M | +15.3% | -46.4% | +61.7% | +14.5% |
| YTD | -15.0% | -60.3% | +45.2% | -15.2% |
| 1Y | -21.0% | -79.7% | +58.7% | -20.4% |
| All | +25.8% | -99.9% | +125.6% | +33.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling