+165.3%
KKR vs ACHR
-45.0%
+210.3%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +2.4% | -2.2% | -0.2% |
| 7D | -6.2% | -2.3% | -3.9% | -5.8% |
| 30D | -8.9% | -11.3% | +2.4% | -7.1% |
| 3M | +6.3% | +5.3% | +1.0% | +4.2% |
| 6M | +16.5% | -13.2% | +29.7% | +17.1% |
| YTD | -20.3% | -25.8% | +5.5% | -18.1% |
| 1Y | -29.8% | -34.3% | +4.5% | -27.4% |
| 3Y | +63.2% | -19.9% | +83.1% | +51.4% |
| 5Y | +68.0% | -42.7% | +110.6% | +39.1% |
| All | +165.3% | -45.0% | +210.3% | +111.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ACHR.
Daily Out/Under-Performance
Portfolio return minus ACHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACHR 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 10y: compounded portfolio wealth divided by compounded ACHR 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…
10y analysis · Full analysis span regression · 6 months rolling