+728.2%
KKR vs AVAV
+478.0%
+250.2%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -5.4% | +3.8% | -0.5% |
| 7D | -2.2% | -3.2% | +1.0% | -1.6% |
| 30D | +0.3% | -25.6% | +25.8% | +6.1% |
| 3M | +8.8% | -20.2% | +29.0% | +12.2% |
| 6M | +14.9% | -38.1% | +53.0% | +23.2% |
| YTD | -17.9% | -41.8% | +23.9% | -12.3% |
| 1Y | -23.7% | -39.0% | +15.4% | -20.5% |
| 3Y | +69.1% | +24.1% | +45.0% | +43.7% |
| 5Y | +72.6% | +53.0% | +19.5% | +34.1% |
| 10Y | +728.2% | +493.8% | +234.4% | +367.0% |
| All | +728.2% | +478.0% | +250.2% | +367.0% |
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