+33.6%
KKR vs APD
+13.7%
+19.9%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.9% | -1.7% | -1.3% |
| 7D | -1.3% | -1.2% | -0.1% | -0.7% |
| 30D | +9.3% | +11.0% | -1.7% | +3.7% |
| 3M | -9.8% | +2.6% | -12.4% | -11.0% |
| 6M | +1.0% | +4.8% | -3.9% | -1.9% |
| YTD | -21.1% | +31.0% | -52.1% | -33.0% |
| 1Y | -17.0% | +23.4% | -40.3% | -27.4% |
| 3Y | +60.6% | +28.4% | +32.3% | +35.3% |
| 5Y | +33.6% | +15.2% | +18.4% | +2.5% |
| All | +33.6% | +13.7% | +19.9% | +2.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling