+1,688.1%
KKR vs AON
+870.0%
+818.2%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -3.5% | +2.0% | +0.7% |
| 7D | -2.2% | -7.9% | +5.7% | +3.1% |
| 30D | +0.3% | -14.6% | +14.9% | +10.3% |
| 3M | +8.8% | -7.9% | +16.7% | +13.0% |
| 6M | +14.9% | -8.0% | +22.9% | +18.7% |
| YTD | -17.9% | -13.2% | -4.7% | -12.5% |
| 1Y | -23.7% | -16.4% | -7.3% | -16.9% |
| 3Y | +69.1% | -6.7% | +75.7% | +66.3% |
| 5Y | +72.6% | +8.0% | +64.5% | +51.3% |
| 10Y | +728.2% | +205.6% | +522.6% | +219.1% |
| All | +1,688.1% | +870.0% | +818.2% | +159.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling