+241.4%
BA vs KKR
+1,510.1%
-1,268.7%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.9% | +2.4% | +1.4% |
| 7D | +1.1% | +2.2% | -1.1% | 0.0% |
| 30D | -7.9% | +7.6% | -15.5% | -11.3% |
| 3M | -25.3% | -6.5% | -18.8% | -23.4% |
| 6M | -24.6% | -3.9% | -20.7% | -23.8% |
| YTD | -20.1% | -23.9% | +3.8% | -11.5% |
| 1Y | -11.8% | -18.5% | +6.8% | -6.0% |
| 3Y | -10.1% | +65.8% | -75.9% | -37.4% |
| 5Y | -22.7% | +25.3% | -48.1% | -40.5% |
| 10Y | +35.1% | +720.2% | -685.1% | -55.5% |
| All | +241.4% | +1,510.1% | -1,268.7% | -22.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling