+60.8%
KKR vs AR
+44.3%
+16.5%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +4.3% | +0.2% | +3.5% |
| 7D | +5.1% | -5.8% | +10.8% | +6.4% |
| 30D | +10.9% | +4.8% | +6.1% | +9.1% |
| 3M | -2.9% | +1.5% | -4.4% | -3.9% |
| 6M | -1.2% | +4.7% | -6.0% | -3.6% |
| YTD | -20.4% | +9.2% | -29.6% | -24.7% |
| 1Y | -15.4% | +11.2% | -26.6% | -20.7% |
| All | +60.8% | +44.3% | +16.5% | +40.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling