+659.0%
KKR vs AR
-27.2%
+686.2%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.7% | -1.1% | -1.7% |
| 7D | -0.9% | +2.5% | -3.4% | -1.3% |
| 30D | +2.2% | +14.8% | -12.6% | -0.2% |
| 3M | +13.1% | +6.2% | +6.8% | +11.6% |
| 6M | +15.3% | +4.3% | +11.0% | +13.6% |
| YTD | -15.0% | +14.4% | -29.4% | -17.8% |
| 1Y | -21.0% | +21.3% | -42.3% | -24.6% |
| 3Y | +76.7% | +39.8% | +36.9% | +63.1% |
| 5Y | +74.3% | +142.1% | -67.7% | +46.2% |
| 10Y | +753.7% | +52.0% | +701.7% | +603.6% |
| All | +659.0% | -27.2% | +686.2% | +576.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling