+68.0%
KKR vs ACI
-45.1%
+113.1%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -2.4% | +0.8% | -1.4% |
| 7D | -2.2% | -5.0% | +2.8% | -1.9% |
| 30D | +0.3% | -2.3% | +2.6% | +0.4% |
| 3M | +8.8% | -23.2% | +32.0% | +10.2% |
| 6M | +14.9% | -29.5% | +44.4% | +16.8% |
| YTD | -17.9% | -28.6% | +10.7% | -16.9% |
| 1Y | -23.7% | -34.0% | +10.3% | -22.3% |
| All | +68.0% | -45.1% | +113.1% | +79.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ACI.
Daily Out/Under-Performance
Portfolio return minus ACI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACI 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 3y: compounded portfolio wealth divided by compounded ACI 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…
3y analysis · Full analysis span regression · 6 months rolling