+62.8%
KKR vs APTV
-55.3%
+118.1%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +2.7% | -5.7% | -4.0% |
| 7D | -8.1% | -1.8% | -6.3% | -7.6% |
| 30D | -9.1% | -7.9% | -1.2% | -6.6% |
| 3M | +6.4% | -29.9% | +36.3% | +19.5% |
| 6M | +12.6% | -36.6% | +49.1% | +29.5% |
| YTD | -20.4% | -40.0% | +19.5% | -6.7% |
| 1Y | -27.1% | -44.0% | +17.0% | -12.1% |
| All | +62.8% | -55.3% | +118.1% | +101.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling