-13.7%
KKR vs APTV
-46.4%
+32.7%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | +4.6% | +0.9% | +4.4% |
| 7D | +8.9% | -1.9% | +10.8% | +9.4% |
| 30D | +12.7% | -1.4% | +14.1% | +13.0% |
| 3M | -6.2% | -9.3% | +3.2% | -4.2% |
| 6M | -1.5% | -27.3% | +25.8% | +3.0% |
| YTD | -20.1% | -43.1% | +23.1% | -9.7% |
| 1Y | -13.7% | -46.5% | +32.8% | +0.1% |
| All | -13.7% | -46.4% | +32.7% | +0.1% |
Cumulative growth
Daily Returns
Daily percentage return beside APTV.
Daily Out/Under-Performance
Portfolio return minus APTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APTV 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 1y: compounded portfolio wealth divided by compounded APTV 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…
1y analysis · Full analysis span regression · 6 months rolling