+106.3%
DAL vs KKR
+76.6%
+29.7%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.9% | +0.3% | -0.5% |
| 7D | +3.4% | -0.6% | +4.0% | +3.7% |
| 30D | -13.6% | +3.0% | -16.6% | -15.3% |
| 3M | +1.2% | +13.6% | -12.4% | -6.1% |
| 6M | +34.5% | +16.2% | +18.3% | +22.4% |
| YTD | +14.7% | -16.6% | +31.3% | +23.9% |
| 1Y | +29.2% | -23.2% | +52.5% | +45.3% |
| 3Y | +100.0% | +71.7% | +28.3% | +38.0% |
| 5Y | +106.3% | +74.8% | +31.5% | +36.6% |
| All | +106.3% | +76.6% | +29.7% | +36.6% |
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 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