-21.0%
KKR vs AMT
-7.7%
-13.3%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.1% | -0.8% | -1.7% |
| 7D | -0.9% | -0.2% | -0.7% | -0.9% |
| 30D | +2.2% | +4.6% | -2.5% | +1.8% |
| 3M | +13.1% | -8.4% | +21.5% | +14.6% |
| 6M | +15.3% | -6.0% | +21.3% | +15.5% |
| YTD | -15.0% | +2.1% | -17.1% | -16.0% |
| 1Y | -21.0% | -6.4% | -14.6% | -23.0% |
| All | -21.0% | -7.7% | -13.3% | -23.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AMT.
Daily Out/Under-Performance
Portfolio return minus AMT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMT 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 AMT 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