+278.3%
KKR vs ACI
+21.8%
+256.5%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -3.3% | +1.4% | -1.6% |
| 7D | -0.6% | -2.6% | +1.9% | -0.4% |
| 30D | +3.0% | +1.1% | +2.0% | +2.9% |
| 3M | +13.6% | -23.6% | +37.3% | +15.9% |
| 6M | +16.2% | -29.9% | +46.2% | +19.4% |
| YTD | -16.6% | -26.9% | +10.3% | -14.9% |
| 1Y | -23.2% | -34.2% | +11.0% | -20.9% |
| 3Y | +71.7% | -43.6% | +115.3% | +78.8% |
| 5Y | +74.8% | -42.4% | +117.2% | +80.0% |
| All | +278.3% | +21.8% | +256.5% | +273.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling