+62.8%
KKR vs AVTR
-26.6%
+89.5%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | 0.0% | -3.1% | -3.1% |
| 7D | -8.1% | -2.0% | -6.1% | -7.6% |
| 30D | -9.1% | +8.1% | -17.2% | -11.1% |
| 3M | +6.4% | +54.2% | -47.8% | -7.1% |
| 6M | +12.6% | +82.6% | -70.0% | -6.9% |
| YTD | -20.4% | +29.8% | -50.3% | -27.6% |
| 1Y | -27.1% | +18.0% | -45.1% | -33.4% |
| All | +62.8% | -26.6% | +89.5% | +67.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AVTR.
Daily Out/Under-Performance
Portfolio return minus AVTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AVTR 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 AVTR 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