+66.5%
KKR vs APTV
-69.3%
+135.8%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.3% | +0.5% | +0.4% |
| 7D | -6.2% | -5.0% | -1.1% | -4.0% |
| 30D | -8.9% | -6.1% | -2.8% | -6.3% |
| 3M | +6.3% | -33.0% | +39.3% | +26.8% |
| 6M | +16.5% | -35.2% | +51.7% | +38.4% |
| YTD | -20.3% | -40.1% | +19.9% | -1.7% |
| 1Y | -29.8% | -45.6% | +15.8% | -9.2% |
| 3Y | +63.2% | -54.4% | +117.5% | +121.5% |
| All | +66.5% | -69.3% | +135.8% | +177.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling