+92.1%
KKR vs BAM
+90.5%
+1.6%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +2.3% | -0.7% | -0.3% |
| 7D | +0.1% | +5.3% | -5.2% | -4.2% |
| 30D | +7.9% | +18.1% | -10.2% | -6.3% |
| 3M | -4.4% | +4.2% | -8.6% | -7.7% |
| 6M | -4.0% | +11.1% | -15.0% | -12.2% |
| YTD | -22.6% | +6.6% | -29.2% | -26.5% |
| 1Y | -18.6% | +6.2% | -24.8% | -22.5% |
| 3Y | +60.6% | +95.0% | -34.4% | +6.8% |
| All | +92.1% | +90.5% | +1.6% | +27.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling