-16.7%
KKR vs AMRZ
-20.3%
+3.6%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -1.3% | -1.8% | -2.6% |
| 7D | -8.1% | -8.1% | 0.0% | -5.4% |
| 30D | -9.1% | -14.8% | +5.7% | -3.9% |
| 3M | +6.4% | -19.7% | +26.1% | +14.1% |
| 6M | +12.6% | -30.8% | +43.4% | +26.0% |
| YTD | -20.4% | -24.3% | +3.9% | -14.0% |
| 1Y | -27.1% | -24.0% | -3.0% | -22.5% |
| All | -16.7% | -20.3% | +3.6% | -12.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling