+644.9%
KKR vs AR
+57.2%
+587.7%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +1.3% | -4.2% | -3.1% |
| 7D | -1.1% | +6.4% | -7.5% | -2.1% |
| 30D | +11.5% | +3.1% | +8.4% | +10.7% |
| 3M | -12.4% | +3.3% | -15.6% | -13.2% |
| 6M | -1.9% | +6.6% | -8.5% | -3.6% |
| YTD | -23.3% | +12.3% | -35.7% | -25.9% |
| 1Y | -20.4% | +12.3% | -32.8% | -23.2% |
| 3Y | +56.1% | +50.4% | +5.6% | +42.7% |
| 5Y | +28.4% | +101.0% | -72.6% | +11.4% |
| All | +644.9% | +57.2% | +587.7% | +548.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AR.
Daily Out/Under-Performance
Portfolio return minus AR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AR 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 10y: compounded portfolio wealth divided by compounded AR 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…
10y analysis · Full analysis span regression · 6 months rolling