+60.6%
KKR vs AVAV
+2.7%
+57.9%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +12.6% | -10.9% | -0.3% |
| 7D | +0.1% | +3.2% | -3.1% | -0.7% |
| 30D | +7.9% | -7.4% | +15.3% | +8.7% |
| 3M | -4.4% | -32.0% | +27.6% | +1.0% |
| 6M | -4.0% | -24.6% | +20.6% | -1.6% |
| YTD | -22.6% | -47.5% | +24.9% | -17.2% |
| 1Y | -18.6% | -61.5% | +42.9% | -8.5% |
| 3Y | +60.6% | +5.5% | +55.2% | +45.2% |
| All | +60.6% | +2.7% | +57.9% | +45.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling