+86.1%
ARM vs KKR
-20.0%
+106.0%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -1.8% | +5.8% | +4.5% |
| 7D | +5.5% | -0.9% | +6.3% | +5.7% |
| 30D | -8.2% | +2.2% | -10.4% | -8.8% |
| 3M | -35.9% | +13.1% | -49.0% | -38.2% |
| 6M | +103.1% | +15.3% | +87.9% | +93.8% |
| YTD | +130.6% | -15.0% | +145.6% | +131.7% |
| 1Y | +86.1% | -21.0% | +107.1% | +83.2% |
| All | +86.1% | -20.0% | +106.0% | +83.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling