+26.6%
BA vs KKR
+753.6%
-726.9%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +2.8% | -2.2% | -0.9% |
| 7D | 0.0% | +5.1% | -5.0% | -2.7% |
| 30D | -8.9% | +10.9% | -19.8% | -14.2% |
| 3M | -25.5% | -2.9% | -22.7% | -24.9% |
| 6M | -27.0% | -1.2% | -25.7% | -27.3% |
| YTD | -20.1% | -20.4% | +0.3% | -12.4% |
| 1Y | -11.0% | -15.4% | +4.4% | -6.4% |
| 3Y | -11.8% | +61.9% | -73.7% | -43.7% |
| 5Y | -20.6% | +38.3% | -58.9% | -47.0% |
| 10Y | +26.6% | +720.6% | -694.0% | -70.1% |
| All | +26.6% | +753.6% | -726.9% | -70.1% |
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