+696.7%
KKR vs AON
+204.8%
+492.0%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.7% | +1.9% | +1.2% |
| 7D | -6.2% | -6.3% | +0.1% | -2.6% |
| 30D | -8.9% | -14.1% | +5.2% | -1.0% |
| 3M | +6.3% | -9.5% | +15.8% | +11.1% |
| 6M | +16.5% | -4.0% | +20.5% | +16.9% |
| YTD | -20.3% | -13.8% | -6.5% | -15.1% |
| 1Y | -29.8% | -18.3% | -11.5% | -22.9% |
| 3Y | +63.2% | -7.2% | +70.4% | +61.5% |
| 5Y | +68.0% | +7.3% | +60.6% | +48.9% |
| All | +696.7% | +204.8% | +492.0% | +286.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AON.
Daily Out/Under-Performance
Portfolio return minus AON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AON 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 AON 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