+68.0%
KKR vs APA
+12.6%
+55.4%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +3.0% | -4.5% | -2.2% |
| 7D | -2.2% | +0.3% | -2.5% | -2.3% |
| 30D | +0.3% | +9.3% | -9.1% | -1.9% |
| 3M | +8.8% | +23.3% | -14.5% | +2.9% |
| 6M | +14.9% | +39.5% | -24.6% | +2.7% |
| YTD | -17.9% | +87.6% | -105.5% | -33.7% |
| 1Y | -23.7% | +114.2% | -137.9% | -42.0% |
| All | +68.0% | +12.6% | +55.4% | +30.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling