+651.4%
KKR vs AVAV
+315.4%
+336.0%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -2.7% | +3.6% | +1.4% |
| 7D | +1.6% | +4.2% | -2.6% | +0.7% |
| 30D | +14.5% | -2.6% | +17.1% | +14.4% |
| 3M | -15.0% | -38.0% | +23.0% | -7.6% |
| 6M | +1.0% | -27.0% | +28.0% | +4.4% |
| YTD | -22.6% | -51.4% | +28.8% | -15.2% |
| 1Y | -18.2% | -60.2% | +42.0% | -7.0% |
| 3Y | +56.4% | -6.7% | +63.0% | +39.9% |
| 5Y | +29.6% | +28.3% | +1.2% | +3.4% |
| All | +651.4% | +315.4% | +336.0% | +365.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AVAV.
Daily Out/Under-Performance
Portfolio return minus AVAV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AVAV 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 AVAV 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