+71.7%
KKR vs BAM
+57.7%
+14.0%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -3.4% | +1.6% | +1.3% |
| 7D | -0.6% | -1.6% | +1.0% | +0.8% |
| 30D | +3.0% | -6.0% | +9.0% | +9.2% |
| 3M | +13.6% | +7.3% | +6.3% | +6.4% |
| 6M | +16.2% | +8.2% | +8.0% | +7.9% |
| YTD | -16.6% | -3.8% | -12.7% | -13.4% |
| 1Y | -23.2% | -10.7% | -12.5% | -14.9% |
| 3Y | +71.7% | +55.3% | +16.4% | +26.1% |
| All | +71.7% | +57.7% | +14.0% | +26.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling