+138.3%
ADI vs KKR
+64.7%
+73.5%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +0.2% | +4.6% | +4.8% |
| 7D | +4.6% | -6.2% | +10.7% | +7.5% |
| 30D | -1.2% | -8.9% | +7.7% | +2.7% |
| 3M | -7.8% | +6.3% | -14.1% | -11.0% |
| 6M | +19.3% | +16.5% | +2.9% | +9.2% |
| YTD | +40.9% | -20.3% | +61.2% | +52.7% |
| 1Y | +54.5% | -29.8% | +84.3% | +77.1% |
| 3Y | +123.4% | +63.2% | +60.2% | +61.4% |
| All | +138.3% | +64.7% | +73.5% | +63.8% |
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