+74.6%
BA vs KKR
+703.2%
-628.6%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.6% | -0.5% | -1.2% |
| 7D | -1.2% | -2.2% | +1.0% | 0.0% |
| 30D | -11.3% | +0.3% | -11.6% | -11.8% |
| 3M | -3.8% | +8.8% | -12.6% | -8.6% |
| 6M | -8.3% | +14.9% | -23.2% | -16.0% |
| YTD | -4.9% | -17.9% | +13.0% | +2.9% |
| 1Y | -10.1% | -23.7% | +13.6% | -0.1% |
| 3Y | -2.3% | +69.1% | -71.4% | -39.1% |
| 5Y | -3.5% | +72.6% | -76.1% | -45.3% |
| 10Y | +74.6% | +728.2% | -653.7% | -59.6% |
| All | +74.6% | +703.2% | -628.6% | -59.6% |
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 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