-32.2%
AAL vs KKR
+66.4%
-98.6%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -3.1% | +2.4% | +1.1% |
| 7D | -0.9% | -8.1% | +7.2% | +3.9% |
| 30D | -16.0% | -9.1% | -6.9% | -11.5% |
| 3M | -4.2% | +6.4% | -10.6% | -8.2% |
| 6M | +15.7% | +12.6% | +3.1% | +6.6% |
| YTD | -16.2% | -20.4% | +4.2% | -6.4% |
| 1Y | +0.2% | -27.1% | +27.3% | +16.9% |
| 3Y | -8.1% | +63.8% | -71.9% | -39.1% |
| 5Y | -32.2% | +67.6% | -99.8% | -55.7% |
| All | -32.2% | +66.4% | -98.6% | -55.7% |
Cumulative growth
Daily Returns
Daily percentage return beside KKR.
Daily Out/Under-Performance
Portfolio return minus KKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KKR 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 KKR 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