+74.8%
KKR vs AVAV
+44.7%
+30.1%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +2.9% | -4.7% | -2.4% |
| 7D | -0.6% | +3.2% | -3.8% | -1.2% |
| 30D | +3.0% | -20.3% | +23.4% | +7.2% |
| 3M | +13.6% | -19.4% | +33.1% | +16.6% |
| 6M | +16.2% | -35.3% | +51.5% | +23.0% |
| YTD | -16.6% | -38.5% | +21.9% | -12.2% |
| 1Y | -23.2% | -37.2% | +14.0% | -20.7% |
| 3Y | +71.7% | +31.1% | +40.6% | +44.7% |
| 5Y | +74.8% | +41.0% | +33.8% | +36.0% |
| All | +74.8% | +44.7% | +30.1% | +36.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling