+1,632.8%
KKR vs AU
+212.6%
+1,420.3%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -4.3% | +1.2% | -2.8% |
| 7D | -8.1% | -7.0% | -1.1% | -7.6% |
| 30D | -9.1% | +7.3% | -16.4% | -9.6% |
| 3M | +6.4% | +33.2% | -26.9% | +4.1% |
| 6M | +12.6% | -0.6% | +13.2% | +12.0% |
| YTD | -20.4% | +26.2% | -46.6% | -22.4% |
| 1Y | -27.1% | +68.3% | -95.3% | -30.5% |
| 3Y | +63.8% | +592.1% | -528.3% | +38.6% |
| 5Y | +67.6% | +685.3% | -617.6% | +39.0% |
| 10Y | +702.6% | +682.5% | +20.1% | +555.3% |
| All | +1,632.8% | +212.6% | +1,420.3% | +1,759.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling