+56.4%
KKR vs AMT
+16.9%
+39.5%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.0% | -0.1% | +0.8% |
| 7D | +1.6% | +1.5% | +0.1% | +1.6% |
| 30D | +14.5% | +6.8% | +7.7% | +14.3% |
| 3M | -15.0% | +11.2% | -26.2% | -15.2% |
| 6M | +1.0% | +12.5% | -11.5% | +0.9% |
| YTD | -22.6% | +12.5% | -35.1% | -22.8% |
| 1Y | -18.2% | +10.1% | -28.3% | -18.4% |
| 3Y | +56.4% | +16.0% | +40.4% | +42.2% |
| All | +56.4% | +16.9% | +39.5% | +42.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling