+1,585.1%
KKR vs AVAV
+403.4%
+1,181.7%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +12.6% | -10.9% | -1.0% |
| 7D | +0.1% | +3.2% | -3.1% | -1.1% |
| 30D | +7.9% | -7.4% | +15.3% | +8.9% |
| 3M | -4.4% | -32.0% | +27.6% | +2.7% |
| 6M | -4.0% | -24.6% | +20.6% | -1.1% |
| YTD | -22.6% | -47.5% | +24.9% | -15.9% |
| 1Y | -18.6% | -61.5% | +42.9% | -5.8% |
| 3Y | +60.6% | +5.5% | +55.2% | +38.8% |
| 5Y | +28.4% | +35.7% | -7.3% | -0.6% |
| 10Y | +735.7% | +379.1% | +356.6% | +321.9% |
| All | +1,585.1% | +403.4% | +1,181.7% | +668.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling