+23.3%
BA vs KKR
+670.8%
-647.5%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.9% | -0.9% | -0.5% |
| 7D | -1.1% | +1.6% | -2.7% | -2.0% |
| 30D | -7.1% | +14.5% | -21.7% | -14.0% |
| 3M | -25.5% | -15.0% | -10.6% | -19.1% |
| 6M | -28.7% | +1.0% | -29.7% | -29.9% |
| YTD | -21.0% | -22.6% | +1.6% | -12.0% |
| 1Y | -11.9% | -18.2% | +6.3% | -5.6% |
| 3Y | -16.2% | +56.4% | -72.5% | -45.5% |
| 5Y | -22.4% | +29.6% | -51.9% | -45.9% |
| All | +23.3% | +670.8% | -647.5% | -70.2% |
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