+1,618.7%
KKR vs AMT
+487.6%
+1,131.2%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.1% | -0.7% | -0.8% |
| 7D | -1.3% | -2.4% | +1.1% | -0.2% |
| 30D | +9.3% | +4.2% | +5.1% | +7.3% |
| 3M | -9.8% | +13.4% | -23.3% | -15.1% |
| 6M | +1.0% | +9.4% | -8.4% | -4.1% |
| YTD | -21.1% | +11.7% | -32.7% | -26.4% |
| 1Y | -17.0% | +7.1% | -24.1% | -21.1% |
| 3Y | +60.6% | +15.1% | +45.6% | +38.2% |
| 5Y | +33.6% | -17.9% | +51.5% | +36.9% |
| 10Y | +687.0% | +133.5% | +553.5% | +339.5% |
| All | +1,618.7% | +487.6% | +1,131.2% | +442.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling