+74.8%
KKR vs ACGL
+158.6%
-83.8%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACGL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -2.4% | +0.6% | -0.8% |
| 7D | -0.6% | -2.9% | +2.3% | +0.7% |
| 30D | +3.0% | -2.8% | +5.8% | +4.3% |
| 3M | +13.6% | +6.8% | +6.8% | +9.8% |
| 6M | +16.2% | -1.5% | +17.8% | +16.3% |
| YTD | -16.6% | -0.2% | -16.4% | -17.6% |
| 1Y | -23.2% | +5.3% | -28.5% | -26.3% |
| 3Y | +71.7% | +30.3% | +41.4% | +43.2% |
| 5Y | +74.8% | +151.8% | -77.0% | -9.3% |
| All | +74.8% | +158.6% | -83.8% | -9.3% |
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