+29.2%
DAL vs KKR
-21.8%
+51.1%
-22.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.9% | +0.3% | -0.7% |
| 7D | +3.4% | -0.6% | +4.0% | +3.6% |
| 30D | -13.6% | +3.0% | -16.6% | -14.9% |
| 3M | +1.2% | +13.6% | -12.4% | -4.7% |
| 6M | +34.5% | +16.2% | +18.3% | +24.7% |
| YTD | +14.7% | -16.6% | +31.3% | +23.1% |
| 1Y | +29.2% | -23.2% | +52.5% | +37.2% |
| All | +29.2% | -21.8% | +51.1% | +37.2% |
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