+62.1%
DAL vs KKR
-12.5%
+74.5%
-22.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.2% | +5.6% | +1.6% | +4.6% |
| 7D | +11.1% | +8.9% | +2.1% | +6.9% |
| 30D | +7.7% | +12.7% | -4.9% | +2.1% |
| 3M | -3.5% | -6.2% | +2.6% | -1.4% |
| 6M | +31.3% | -1.5% | +32.9% | +31.0% |
| YTD | +30.0% | -20.1% | +50.0% | +42.9% |
| 1Y | +62.1% | -13.7% | +75.8% | +65.6% |
| All | +62.1% | -12.5% | +74.5% | +65.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling