+315.5%
ARM vs KKR
+65.8%
+249.7%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.6% | +2.6% | +2.0% |
| 7D | +12.5% | -2.2% | +14.7% | +14.0% |
| 30D | -1.4% | +0.3% | -1.6% | -2.0% |
| 3M | -18.7% | +8.8% | -27.5% | -23.7% |
| 6M | +124.6% | +14.9% | +109.7% | +100.5% |
| YTD | +141.7% | -17.9% | +159.6% | +168.5% |
| 1Y | +87.7% | -23.7% | +111.4% | +116.8% |
| All | +315.5% | +65.8% | +249.7% | +128.4% |
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