+1,666.1%
ADI vs KKR
+1,637.1%
+29.0%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.6% | +2.1% | +1.2% |
| 7D | +2.6% | -2.2% | +4.8% | +3.5% |
| 30D | -4.6% | +0.3% | -4.9% | -5.1% |
| 3M | -9.5% | +8.8% | -18.3% | -13.3% |
| 6M | +14.8% | +14.9% | -0.1% | +6.3% |
| YTD | +35.8% | -17.9% | +53.7% | +44.2% |
| 1Y | +48.9% | -23.7% | +72.6% | +62.3% |
| 3Y | +115.6% | +69.1% | +46.5% | +60.3% |
| 5Y | +135.1% | +72.6% | +62.5% | +67.3% |
| 10Y | +636.4% | +728.2% | -91.8% | +175.7% |
| All | +1,666.1% | +1,637.1% | +29.0% | +384.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling