+67.6%
KKR vs ACI
-44.6%
+112.2%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -1.3% | -1.8% | -2.9% |
| 7D | -8.1% | -7.1% | -1.0% | -7.3% |
| 30D | -9.1% | -4.5% | -4.6% | -8.6% |
| 3M | +6.4% | -22.3% | +28.6% | +9.1% |
| 6M | +12.6% | -28.4% | +41.0% | +16.5% |
| YTD | -20.4% | -29.5% | +9.1% | -17.8% |
| 1Y | -27.1% | -34.2% | +7.2% | -23.9% |
| 3Y | +63.8% | -45.7% | +109.5% | +75.0% |
| 5Y | +67.6% | -40.8% | +108.4% | +74.8% |
| All | +67.6% | -44.6% | +112.2% | +74.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling