-0.9%
BA vs KKR
+75.2%
-76.2%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.8% | +2.7% | +1.6% |
| 7D | +1.2% | -0.9% | +2.0% | +1.5% |
| 30D | -11.6% | +2.2% | -13.8% | -12.6% |
| 3M | -2.4% | +13.1% | -15.4% | -7.3% |
| 6M | -6.6% | +15.3% | -21.9% | -12.5% |
| YTD | -2.2% | -15.0% | +12.8% | +2.5% |
| 1Y | -8.0% | -21.0% | +13.0% | -1.6% |
| 3Y | -5.0% | +76.7% | -81.7% | -33.7% |
| All | -0.9% | +75.2% | -76.2% | -35.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling