+66.5%
KKR vs AZO
+85.8%
-19.3%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.2% | +0.4% | +0.3% |
| 7D | -6.2% | -3.6% | -2.6% | -5.2% |
| 30D | -8.9% | -5.6% | -3.3% | -7.5% |
| 3M | +6.3% | -6.6% | +12.9% | +7.7% |
| 6M | +16.5% | -22.5% | +39.0% | +24.5% |
| YTD | -20.3% | -15.2% | -5.1% | -17.4% |
| 1Y | -29.8% | -33.9% | +4.1% | -21.2% |
| 3Y | +63.2% | +11.8% | +51.4% | +44.1% |
| All | +66.5% | +85.8% | -19.3% | +9.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling