+982.7%
KKR vs APO
+1,753.5%
-770.8%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.6% | -1.2% | -1.4% |
| 7D | -0.9% | -1.0% | +0.1% | -0.2% |
| 30D | +2.2% | +3.5% | -1.3% | -0.1% |
| 3M | +13.1% | +4.5% | +8.5% | +9.6% |
| 6M | +15.3% | +22.8% | -7.5% | +0.3% |
| YTD | -15.0% | -6.5% | -8.5% | -11.0% |
| 1Y | -21.0% | +0.8% | -21.8% | -21.3% |
| 3Y | +76.7% | +62.0% | +14.8% | +31.0% |
| 5Y | +74.3% | +138.2% | -63.9% | +1.7% |
| 10Y | +753.7% | +940.3% | -186.5% | +104.7% |
| All | +982.7% | +1,753.5% | -770.8% | +68.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling