+31.2%
KKR vs ACI
-42.9%
+74.2%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.8% | +1.6% | +1.0% |
| 7D | +1.6% | +2.3% | -0.6% | +1.3% |
| 30D | +14.5% | +1.2% | +13.3% | +14.4% |
| 3M | -15.0% | +6.8% | -21.8% | -15.7% |
| 6M | +1.0% | -18.7% | +19.8% | +3.1% |
| YTD | -22.6% | -20.2% | -2.4% | -21.3% |
| 1Y | -18.2% | -23.7% | +5.5% | -16.1% |
| 3Y | +56.4% | -31.6% | +88.0% | +61.4% |
| All | +31.2% | -42.9% | +74.2% | +34.7% |
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 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