+391.9%
BAC vs KKR
+709.2%
-317.3%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -3.1% | +2.9% | +1.3% |
| 7D | -0.3% | -8.1% | +7.8% | +3.8% |
| 30D | -1.8% | -9.1% | +7.4% | +2.5% |
| 3M | +15.3% | +6.4% | +8.9% | +10.8% |
| 6M | +30.2% | +12.6% | +17.6% | +20.6% |
| YTD | +15.6% | -20.4% | +36.0% | +25.8% |
| 1Y | +27.5% | -27.1% | +54.5% | +43.7% |
| 3Y | +137.0% | +63.8% | +73.2% | +63.9% |
| 5Y | +75.6% | +67.6% | +8.0% | +11.8% |
| All | +391.9% | +709.2% | -317.3% | +18.6% |
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