-25.8%
ACN vs KKR
+29.5%
-55.2%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.9% | -0.7% | -0.1% |
| 7D | -3.8% | +1.6% | -5.5% | -4.4% |
| 30D | +16.5% | +14.5% | +2.0% | +10.9% |
| 3M | +41.5% | -15.0% | +56.4% | +49.8% |
| 6M | +60.1% | +1.0% | +59.0% | +58.4% |
| YTD | -3.9% | -22.6% | +18.7% | +4.2% |
| 1Y | +4.1% | -18.2% | +22.3% | +10.6% |
| 3Y | -15.9% | +56.4% | -72.2% | -36.8% |
| All | -25.8% | +29.5% | -55.2% | -43.7% |
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