+1,332.8%
KKR vs APTV
+180.9%
+1,151.9%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -4.6% | +2.8% | +0.2% |
| 7D | -0.6% | +2.0% | -2.6% | -1.6% |
| 30D | +3.0% | -7.7% | +10.7% | +6.7% |
| 3M | +13.6% | -34.0% | +47.6% | +35.2% |
| 6M | +16.2% | -37.1% | +53.3% | +38.9% |
| YTD | -16.6% | -39.9% | +23.3% | +1.4% |
| 1Y | -23.2% | -44.4% | +21.2% | -3.3% |
| 3Y | +71.7% | -54.5% | +126.2% | +126.8% |
| 5Y | +74.8% | -69.1% | +143.9% | +169.9% |
| 10Y | +711.6% | -20.0% | +731.6% | +620.0% |
| All | +1,332.8% | +180.9% | +1,151.9% | +493.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling