+16.0%
BABA vs KKR
+717.5%
-701.5%
-80.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.8% | -0.4% | -0.9% |
| 7D | -3.6% | -1.3% | -2.3% | -3.3% |
| 30D | -8.4% | +9.3% | -17.7% | -11.6% |
| 3M | -20.6% | -9.8% | -10.8% | -18.1% |
| 6M | -25.4% | +1.0% | -26.4% | -26.8% |
| YTD | -30.1% | -21.1% | -9.0% | -25.4% |
| 1Y | -36.3% | -17.0% | -19.3% | -33.6% |
| 3Y | +30.4% | +60.6% | -30.3% | -8.2% |
| 5Y | -35.7% | +33.6% | -69.3% | -53.2% |
| 10Y | +16.0% | +687.0% | -671.0% | -55.7% |
| All | +16.0% | +717.5% | -701.5% | -55.7% |
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