+696.7%
KKR vs APO
+945.2%
-248.5%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.8% | -0.6% | -0.4% |
| 7D | -6.2% | -3.5% | -2.7% | -3.6% |
| 30D | -8.9% | -6.6% | -2.3% | -4.1% |
| 3M | +6.3% | -3.3% | +9.5% | +8.8% |
| 6M | +16.5% | +22.6% | -6.1% | 0.0% |
| YTD | -20.3% | -9.8% | -10.5% | -14.0% |
| 1Y | -29.8% | -3.9% | -25.9% | -27.8% |
| 3Y | +63.2% | +52.5% | +10.7% | +22.0% |
| 5Y | +68.0% | +134.0% | -66.1% | -6.8% |
| All | +696.7% | +945.2% | -248.5% | +56.3% |
Cumulative growth
Daily Returns
Daily percentage return beside APO.
Daily Out/Under-Performance
Portfolio return minus APO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APO 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 APO 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