-11.9%
BA vs KKR
-19.3%
+7.5%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.9% | -0.9% | -0.3% |
| 7D | -1.1% | +1.6% | -2.7% | -1.5% |
| 30D | -7.1% | +14.5% | -21.7% | -10.3% |
| 3M | -25.5% | -15.0% | -10.6% | -22.8% |
| 6M | -28.7% | +1.0% | -29.7% | -29.0% |
| YTD | -21.0% | -22.6% | +1.6% | -21.7% |
| 1Y | -11.9% | -18.2% | +6.3% | -12.2% |
| All | -11.9% | -19.3% | +7.5% | -12.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling