+174.6%
ARM vs KKR
+53.7%
+120.9%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -1.9% | +6.6% | +5.9% |
| 7D | -15.2% | +2.2% | -17.4% | -16.7% |
| 30D | -40.7% | +7.6% | -48.3% | -43.8% |
| 3M | -39.1% | -6.5% | -32.6% | -37.1% |
| 6M | -26.4% | -3.9% | -22.5% | -25.9% |
| YTD | +59.7% | -23.9% | +83.6% | +85.3% |
| 1Y | +10.3% | -18.5% | +28.9% | +20.8% |
| 3Y | +228.9% | +65.8% | +163.1% | +80.6% |
| All | +174.6% | +53.7% | +120.9% | +57.6% |
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 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