-23.7%
KKR vs BAM
-12.6%
-11.1%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -2.4% | +0.8% | +0.7% |
| 7D | -2.2% | -3.9% | +1.7% | +1.5% |
| 30D | +0.3% | -8.8% | +9.1% | +9.5% |
| 3M | +8.8% | +2.2% | +6.6% | +6.4% |
| 6M | +14.9% | +5.9% | +9.0% | +8.4% |
| YTD | -17.9% | -6.1% | -11.8% | -12.8% |
| 1Y | -23.7% | -11.6% | -12.1% | -15.7% |
| All | -23.7% | -12.6% | -11.1% | -15.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BAM.
Daily Out/Under-Performance
Portfolio return minus BAM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAM 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 BAM 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