+66.5%
KKR vs AVTR
-64.6%
+131.1%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.5% | +0.7% | +0.4% |
| 7D | -6.2% | -1.1% | -5.1% | -5.8% |
| 30D | -8.9% | +6.3% | -15.2% | -10.9% |
| 3M | +6.3% | +53.3% | -47.0% | -10.8% |
| 6M | +16.5% | +78.6% | -62.2% | -8.4% |
| YTD | -20.3% | +29.2% | -49.5% | -29.2% |
| 1Y | -29.8% | +13.8% | -43.6% | -36.5% |
| 3Y | +63.2% | -27.4% | +90.6% | +69.1% |
| All | +66.5% | -64.6% | +131.1% | +153.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling