+72.6%
KKR vs ACM
+2.7%
+69.8%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -3.1% | +1.5% | +0.4% |
| 7D | -2.2% | -3.7% | +1.5% | +0.2% |
| 30D | +0.3% | -12.7% | +12.9% | +7.9% |
| 3M | +8.8% | -9.8% | +18.6% | +13.9% |
| 6M | +14.9% | -31.4% | +46.3% | +45.0% |
| YTD | -17.9% | -32.1% | +14.2% | +3.3% |
| 1Y | -23.7% | -47.8% | +24.1% | +16.0% |
| 3Y | +69.1% | -22.1% | +91.1% | +81.9% |
| 5Y | +72.6% | +1.8% | +70.8% | +56.8% |
| All | +72.6% | +2.7% | +69.8% | +56.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ACM.
Daily Out/Under-Performance
Portfolio return minus ACM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACM 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 ACM 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