+88.0%
ARM vs KKR
-21.8%
+109.8%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -1.9% | +5.6% | +4.3% |
| 7D | +11.4% | -0.6% | +12.0% | +11.5% |
| 30D | -7.4% | +3.0% | -10.5% | -8.3% |
| 3M | -24.5% | +13.6% | -38.1% | -27.4% |
| 6M | +128.7% | +16.2% | +112.4% | +117.7% |
| YTD | +139.3% | -16.6% | +155.8% | +141.7% |
| 1Y | +88.0% | -23.2% | +111.2% | +85.6% |
| All | +88.0% | -21.8% | +109.8% | +85.6% |
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