+651.4%
KKR vs APD
+191.9%
+459.5%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.1% | +0.8% | +0.8% |
| 7D | +1.6% | +3.8% | -2.2% | -0.6% |
| 30D | +14.5% | +8.2% | +6.3% | +9.6% |
| 3M | -15.0% | +4.3% | -19.2% | -17.1% |
| 6M | +1.0% | +4.7% | -3.7% | -2.2% |
| YTD | -22.6% | +31.5% | -54.2% | -35.5% |
| 1Y | -18.2% | +23.5% | -41.8% | -29.5% |
| 3Y | +56.4% | +29.1% | +27.3% | +27.8% |
| 5Y | +29.6% | +15.9% | +13.7% | +10.3% |
| All | +651.4% | +191.9% | +459.5% | +242.2% |
Cumulative growth
Daily Returns
Daily percentage return beside APD.
Daily Out/Under-Performance
Portfolio return minus APD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APD 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 APD 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