+696.7%
KKR vs AMP
+589.3%
+107.4%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.7% | -0.5% | -0.3% |
| 7D | -6.2% | -0.5% | -5.6% | -5.8% |
| 30D | -8.9% | -1.3% | -7.5% | -8.0% |
| 3M | +6.3% | +24.2% | -17.9% | -8.7% |
| 6M | +16.5% | +24.6% | -8.1% | -0.2% |
| YTD | -20.3% | +14.8% | -35.1% | -27.7% |
| 1Y | -29.8% | +12.8% | -42.6% | -35.4% |
| 3Y | +63.2% | +69.0% | -5.8% | +17.8% |
| 5Y | +68.0% | +124.9% | -56.9% | +3.2% |
| All | +696.7% | +589.3% | +107.4% | +182.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AMP.
Daily Out/Under-Performance
Portfolio return minus AMP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMP 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 AMP 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