+296.4%
ARM vs KKR
+71.6%
+224.8%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -1.8% | +5.8% | +5.1% |
| 7D | +5.5% | -0.9% | +6.3% | +6.0% |
| 30D | -8.2% | +2.2% | -10.4% | -9.9% |
| 3M | -35.9% | +13.1% | -49.0% | -41.3% |
| 6M | +103.1% | +15.3% | +87.9% | +81.4% |
| YTD | +130.6% | -15.0% | +145.6% | +150.8% |
| 1Y | +86.1% | -21.0% | +107.1% | +110.2% |
| All | +296.4% | +71.6% | +224.8% | +113.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling