-35.7%
BABA vs KKR
+35.6%
-71.3%
-62.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | -11.5% |
| 3M | -20.6% | -9.8% | -10.8% | -18.2% |
| 6M | -25.4% | +1.0% | -26.4% | -26.7% |
| YTD | -30.1% | -21.1% | -9.0% | -25.3% |
| 1Y | -36.3% | -17.0% | -19.3% | -33.6% |
| 3Y | +30.4% | +60.6% | -30.3% | -17.3% |
| 5Y | -35.7% | +33.6% | -69.3% | -60.4% |
| All | -35.7% | +35.6% | -71.3% | -60.4% |
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