+384.5%
ALAB vs KKR
+10.3%
+374.2%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -1.6% | +5.6% | +5.1% |
| 7D | +9.6% | -2.2% | +11.8% | +11.2% |
| 30D | -5.3% | +0.3% | -5.5% | -6.1% |
| 3M | -12.0% | +8.8% | -20.9% | -18.1% |
| 6M | +145.7% | +14.9% | +130.8% | +115.7% |
| YTD | +80.7% | -17.9% | +98.5% | +100.5% |
| 1Y | +40.1% | -23.7% | +63.8% | +63.6% |
| All | +384.5% | +10.3% | +374.2% | +322.3% |
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