+113.1%
ADI vs KKR
+62.2%
+50.9%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -3.1% | +2.0% | +0.2% |
| 7D | +1.3% | -8.1% | +9.4% | +4.8% |
| 30D | -6.0% | -9.1% | +3.1% | -2.5% |
| 3M | -7.7% | +6.4% | -14.1% | -10.7% |
| 6M | +14.0% | +12.6% | +1.4% | +6.5% |
| YTD | +34.4% | -20.4% | +54.8% | +45.8% |
| 1Y | +48.0% | -27.1% | +75.0% | +66.2% |
| All | +113.1% | +62.2% | +50.9% | +66.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling