+319.9%
ADP vs KKR
+670.8%
-350.9%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.9% | -0.2% | +0.4% |
| 7D | +2.2% | +1.6% | +0.5% | +1.6% |
| 30D | +10.6% | +14.5% | -4.0% | +5.8% |
| 3M | +12.9% | -15.0% | +27.9% | +18.5% |
| 6M | +50.6% | +1.0% | +49.6% | +48.6% |
| YTD | +23.2% | -22.6% | +45.8% | +31.4% |
| 1Y | +25.3% | -18.2% | +43.5% | +30.9% |
| 3Y | +47.1% | +56.4% | -9.3% | +13.8% |
| 5Y | +50.1% | +29.6% | +20.5% | +19.9% |
| All | +319.9% | +670.8% | -350.9% | +69.7% |
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 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