+678.6%
DAL vs KKR
+1,697.8%
-1,019.2%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -1.8% | +3.7% | +2.8% |
| 7D | +0.1% | -0.9% | +1.0% | +0.5% |
| 30D | -13.9% | +2.2% | -16.1% | -15.2% |
| 3M | +1.1% | +13.1% | -12.0% | -5.8% |
| 6M | +26.2% | +15.3% | +11.0% | +15.7% |
| YTD | +16.4% | -15.0% | +31.4% | +24.2% |
| 1Y | +33.9% | -21.0% | +54.8% | +47.5% |
| 3Y | +93.4% | +76.7% | +16.7% | +34.6% |
| 5Y | +106.4% | +74.3% | +32.0% | +38.7% |
| 10Y | +143.0% | +753.7% | -610.8% | -24.6% |
| All | +678.6% | +1,697.8% | -1,019.2% | +56.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling