+66.5%
KKR vs AU
+686.2%
-619.8%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.5% | -0.3% | +0.2% |
| 7D | -6.2% | -4.3% | -1.9% | -5.8% |
| 30D | -8.9% | +7.3% | -16.2% | -9.6% |
| 3M | +6.3% | +26.3% | -20.1% | +3.6% |
| 6M | +16.5% | +1.8% | +14.7% | +15.3% |
| YTD | -20.3% | +26.8% | -47.1% | -23.3% |
| 1Y | -29.8% | +66.7% | -96.5% | -34.7% |
| 3Y | +63.2% | +579.1% | -515.9% | +21.7% |
| All | +66.5% | +686.2% | -619.8% | +22.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AU.
Daily Out/Under-Performance
Portfolio return minus AU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AU 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 5y: compounded portfolio wealth divided by compounded AU 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…
5y analysis · Full analysis span regression · 6 months rolling