+16.4%
KKR vs AS
+137.8%
-121.3%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -1.8% | +4.7% | +3.4% |
| 7D | +5.1% | +4.5% | +0.6% | +3.7% |
| 30D | +10.9% | +13.2% | -2.3% | +6.6% |
| 3M | -2.9% | -11.9% | +9.0% | +0.5% |
| 6M | -1.2% | -11.6% | +10.3% | +1.7% |
| YTD | -20.4% | -14.7% | -5.7% | -17.6% |
| 1Y | -15.4% | +5.7% | -21.1% | -18.3% |
| All | +16.4% | +137.8% | -121.3% | -5.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AS.
Daily Out/Under-Performance
Portfolio return minus AS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AS 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 AS 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