+26.3%
KKR vs ACGL
+166.8%
-140.5%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACGL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -3.0% | +1.1% | -0.5% |
| 7D | +2.2% | +0.9% | +1.3% | +1.9% |
| 30D | +7.6% | +13.7% | -6.1% | +1.8% |
| 3M | -6.5% | +8.0% | -14.5% | -9.6% |
| 6M | -3.9% | +13.3% | -17.2% | -9.6% |
| YTD | -23.9% | +11.8% | -35.7% | -28.5% |
| 1Y | -18.5% | +22.2% | -40.8% | -26.8% |
| 3Y | +65.8% | +32.5% | +33.3% | +40.0% |
| All | +26.3% | +166.8% | -140.5% | -37.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ACGL.
Daily Out/Under-Performance
Portfolio return minus ACGL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACGL 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 ACGL 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