+52.9%
AAL vs KKR
+1,697.8%
-1,644.9%
-84.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -1.8% | +3.1% | +2.3% |
| 7D | -3.7% | -0.9% | -2.9% | -3.3% |
| 30D | -20.8% | +2.2% | -23.0% | -22.0% |
| 3M | -1.3% | +13.1% | -14.3% | -8.5% |
| 6M | +5.4% | +15.3% | -9.9% | -4.1% |
| YTD | -14.4% | -15.0% | +0.7% | -8.1% |
| 1Y | +2.1% | -21.0% | +23.1% | +13.3% |
| 3Y | -10.6% | +76.7% | -87.3% | -40.7% |
| 5Y | -32.2% | +74.3% | -106.6% | -56.3% |
| 10Y | -62.7% | +753.7% | -816.4% | -89.8% |
| All | +52.9% | +1,697.8% | -1,644.9% | -72.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling