-29.8%
KKR vs AZO
-32.5%
+2.7%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.2% | +0.4% | +0.2% |
| 7D | -6.2% | -3.6% | -2.6% | -6.2% |
| 30D | -8.9% | -5.6% | -3.3% | -8.9% |
| 3M | +6.3% | -6.6% | +12.9% | +6.1% |
| 6M | +16.5% | -22.5% | +39.0% | +15.6% |
| YTD | -20.3% | -15.2% | -5.1% | -18.5% |
| 1Y | -29.8% | -33.9% | +4.1% | -36.7% |
| All | -29.8% | -32.5% | +2.7% | -36.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AZO.
Daily Out/Under-Performance
Portfolio return minus AZO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AZO 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 1y: compounded portfolio wealth divided by compounded AZO 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…
1y analysis · Full analysis span regression · 6 months rolling