+275.2%
ADP vs KKR
+709.2%
-434.0%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -3.1% | +3.9% | +1.8% |
| 7D | -5.7% | -8.1% | +2.4% | -3.2% |
| 30D | -1.4% | -9.1% | +7.7% | +1.6% |
| 3M | +16.6% | +6.4% | +10.2% | +13.6% |
| 6M | +24.9% | +12.6% | +12.4% | +18.9% |
| YTD | +5.6% | -20.4% | +26.0% | +11.9% |
| 1Y | -6.0% | -27.1% | +21.0% | +1.9% |
| 3Y | +14.5% | +63.8% | -49.4% | -12.7% |
| 5Y | +47.9% | +67.6% | -19.7% | +6.2% |
| All | +275.2% | +709.2% | -434.0% | +49.2% |
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