-13.7%
KKR vs AMRZ
-11.5%
-2.2%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | +5.2% | +0.4% | +3.5% |
| 7D | +8.9% | +10.3% | -1.4% | +4.9% |
| 30D | +12.7% | +18.7% | -6.0% | +5.6% |
| 3M | -6.2% | -14.6% | +8.5% | -1.5% |
| 6M | -1.5% | -12.9% | +11.3% | +2.2% |
| YTD | -20.1% | -17.4% | -2.7% | -16.9% |
| 1Y | -13.7% | -12.3% | -1.4% | -13.9% |
| All | -13.7% | -11.5% | -2.2% | -13.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AMRZ.
Daily Out/Under-Performance
Portfolio return minus AMRZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMRZ 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 AMRZ 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