+11.4%
KKR vs AS
+134.9%
-123.5%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.5% | -2.3% | -2.0% |
| 7D | +2.2% | +6.9% | -4.7% | +0.2% |
| 30D | +7.6% | +16.0% | -8.4% | +2.7% |
| 3M | -6.5% | -12.8% | +6.4% | -2.9% |
| 6M | -3.9% | -15.4% | +11.5% | +0.4% |
| YTD | -23.9% | -15.7% | -8.1% | -20.9% |
| 1Y | -18.5% | +6.1% | -24.6% | -21.4% |
| All | +11.4% | +134.9% | -123.5% | -8.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling