+56.4%
KKR vs APA
+45.9%
+10.4%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.6% | -0.8% | +0.5% |
| 7D | +1.6% | +8.5% | -6.9% | -0.1% |
| 30D | +14.5% | +2.8% | +11.8% | +13.3% |
| 3M | -15.0% | +21.7% | -36.7% | -19.3% |
| 6M | +1.0% | +32.6% | -31.6% | -7.0% |
| YTD | -22.6% | +103.7% | -126.3% | -39.7% |
| 1Y | -18.2% | +101.8% | -120.0% | -36.2% |
| 3Y | +56.4% | +48.1% | +8.3% | +20.0% |
| All | +56.4% | +45.9% | +10.4% | +20.0% |
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 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