+728.2%
KKR vs AMT
+96.3%
+632.0%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.2% | -1.4% | -1.5% |
| 7D | -2.2% | +1.5% | -3.7% | -2.7% |
| 30D | +0.3% | +3.7% | -3.5% | -1.1% |
| 3M | +8.8% | -7.2% | +16.0% | +11.5% |
| 6M | +14.9% | -4.2% | +19.1% | +15.9% |
| YTD | -17.9% | +1.9% | -19.8% | -19.6% |
| 1Y | -23.7% | -6.4% | -17.3% | -22.8% |
| 3Y | +69.1% | +7.7% | +61.3% | +50.6% |
| 5Y | +72.6% | -30.9% | +103.5% | +90.8% |
| 10Y | +728.2% | +105.4% | +622.9% | +656.4% |
| All | +728.2% | +96.3% | +632.0% | +656.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling