+696.7%
KKR vs APA
-2.4%
+699.1%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.4% | -0.2% | +0.1% |
| 7D | -6.2% | +4.6% | -10.8% | -7.2% |
| 30D | -8.9% | +11.9% | -20.8% | -11.4% |
| 3M | +6.3% | +22.5% | -16.2% | +0.5% |
| 6M | +16.5% | +37.5% | -21.1% | +5.6% |
| YTD | -20.3% | +87.2% | -107.4% | -33.4% |
| 1Y | -29.8% | +101.4% | -131.2% | -42.8% |
| 3Y | +63.2% | +16.9% | +46.3% | +46.4% |
| 5Y | +68.0% | +178.4% | -110.5% | +20.8% |
| All | +696.7% | -2.4% | +699.1% | +436.0% |
Cumulative growth
Daily Returns
Daily percentage return beside APA.
Daily Out/Under-Performance
Portfolio return minus APA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APA 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 APA 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