+696.7%
KKR vs APD
+166.7%
+530.1%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.8% | +1.0% | +0.6% |
| 7D | -6.2% | -3.3% | -2.9% | -4.3% |
| 30D | -8.9% | -4.2% | -4.7% | -6.6% |
| 3M | +6.3% | +5.4% | +0.8% | +2.6% |
| 6M | +16.5% | +6.3% | +10.2% | +10.9% |
| YTD | -20.3% | +20.3% | -40.6% | -29.9% |
| 1Y | -29.8% | +1.6% | -31.4% | -32.1% |
| 3Y | +63.2% | +4.0% | +59.2% | +51.2% |
| 5Y | +68.0% | +23.3% | +44.6% | +36.6% |
| All | +696.7% | +166.7% | +530.1% | +272.3% |
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