+72.6%
KKR vs APD
+25.2%
+47.3%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.8% | -0.7% | -1.1% |
| 7D | -2.2% | -4.6% | +2.4% | +0.2% |
| 30D | +0.3% | -4.2% | +4.4% | +2.5% |
| 3M | +8.8% | +5.0% | +3.8% | +5.7% |
| 6M | +14.9% | +8.9% | +6.0% | +8.5% |
| YTD | -17.9% | +21.9% | -39.8% | -27.6% |
| 1Y | -23.7% | +5.6% | -29.2% | -27.2% |
| 3Y | +69.1% | +6.9% | +62.2% | +58.0% |
| 5Y | +72.6% | +25.3% | +47.2% | +27.1% |
| All | +72.6% | +25.2% | +47.3% | +27.1% |
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