+651.5%
ADI vs KKR
+710.9%
-59.4%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +0.2% | +4.6% | +4.8% |
| 7D | +4.6% | -6.2% | +10.7% | +7.8% |
| 30D | -1.2% | -8.9% | +7.7% | +3.0% |
| 3M | -7.8% | +6.3% | -14.1% | -11.2% |
| 6M | +19.3% | +16.5% | +2.9% | +8.6% |
| YTD | +40.9% | -20.3% | +61.2% | +52.9% |
| 1Y | +54.5% | -29.8% | +84.3% | +77.6% |
| 3Y | +123.4% | +63.2% | +60.2% | +59.2% |
| 5Y | +142.3% | +68.0% | +74.3% | +62.0% |
| All | +651.5% | +710.9% | -59.4% | +151.0% |
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