+93.1%
ACN vs KKR
+710.9%
-617.8%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +0.2% | +3.2% | +3.3% |
| 7D | -1.5% | -6.2% | +4.7% | +1.0% |
| 30D | +2.1% | -8.9% | +10.9% | +5.8% |
| 3M | +11.1% | +6.3% | +4.8% | +8.0% |
| 6M | -6.8% | +16.5% | -23.3% | -12.8% |
| YTD | -30.0% | -20.3% | -9.8% | -24.4% |
| 1Y | -23.1% | -29.8% | +6.7% | -13.2% |
| 3Y | -40.4% | +63.2% | -103.6% | -55.7% |
| 5Y | -41.6% | +68.0% | -109.5% | -58.9% |
| All | +93.1% | +710.9% | -617.8% | -26.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling