+71.7%
KKR vs AR
+44.7%
+27.0%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.8% | -1.0% | -1.7% |
| 7D | -0.6% | -1.8% | +1.2% | -0.2% |
| 30D | +3.0% | +12.6% | -9.6% | 0.0% |
| 3M | +13.6% | +10.0% | +3.6% | +10.5% |
| 6M | +16.2% | +0.6% | +15.6% | +14.8% |
| YTD | -16.6% | +13.4% | -30.0% | -21.1% |
| 1Y | -23.2% | +21.7% | -44.9% | -29.6% |
| 3Y | +71.7% | +45.8% | +25.9% | +51.7% |
| All | +71.7% | +44.7% | +27.0% | +51.7% |
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