+749.2%
DAL vs KKR
+1,510.1%
-760.8%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -1.9% | +4.0% | +3.1% |
| 7D | +8.8% | +2.2% | +6.6% | +7.7% |
| 30D | +5.4% | +7.6% | -2.2% | +1.5% |
| 3M | -4.9% | -6.5% | +1.5% | -2.0% |
| 6M | +19.8% | -3.9% | +23.8% | +21.3% |
| YTD | +27.0% | -23.9% | +50.9% | +43.3% |
| 1Y | +52.5% | -18.5% | +71.0% | +65.8% |
| 3Y | +173.8% | +65.8% | +108.1% | +97.2% |
| 5Y | +104.5% | +25.3% | +79.2% | +64.3% |
| 10Y | +129.7% | +720.2% | -590.4% | -26.6% |
| All | +749.2% | +1,510.1% | -760.8% | +80.9% |
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