+687.0%
KKR vs AVAV
+360.4%
+326.6%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.7% | -1.5% | -0.9% |
| 7D | -1.3% | +9.9% | -11.1% | -3.4% |
| 30D | +9.3% | -5.4% | +14.7% | +9.8% |
| 3M | -9.8% | -36.5% | +26.7% | -2.4% |
| 6M | +1.0% | -25.3% | +26.2% | +3.9% |
| YTD | -21.1% | -48.6% | +27.5% | -14.4% |
| 1Y | -17.0% | -62.1% | +45.1% | -4.6% |
| 3Y | +60.6% | +2.3% | +58.3% | +41.0% |
| 5Y | +33.6% | +35.4% | -1.8% | +5.5% |
| 10Y | +687.0% | +345.1% | +342.0% | +377.5% |
| All | +687.0% | +360.4% | +326.6% | +377.5% |
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