+74.8%
KKR vs AMT
-31.2%
+106.0%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.1% | -1.8% | -1.8% |
| 7D | -0.6% | -0.2% | -0.5% | -0.6% |
| 30D | +3.0% | +1.8% | +1.2% | +2.4% |
| 3M | +13.6% | -6.2% | +19.8% | +15.7% |
| 6M | +16.2% | -5.0% | +21.2% | +17.6% |
| YTD | -16.6% | +2.1% | -18.6% | -18.1% |
| 1Y | -23.2% | -5.7% | -17.5% | -22.6% |
| 3Y | +71.7% | +7.9% | +63.8% | +48.7% |
| 5Y | +74.8% | -32.3% | +107.2% | +112.0% |
| All | +74.8% | -31.2% | +106.0% | +112.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling