+696.7%
KKR vs ADM
+177.9%
+518.9%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ADM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.2% | +0.4% | +0.3% |
| 7D | -6.2% | +2.5% | -8.7% | -7.2% |
| 30D | -8.9% | +9.5% | -18.3% | -12.5% |
| 3M | +6.3% | +10.6% | -4.3% | +1.1% |
| 6M | +16.5% | +24.0% | -7.6% | +4.4% |
| YTD | -20.3% | +54.0% | -74.2% | -35.5% |
| 1Y | -29.8% | +45.3% | -75.1% | -42.1% |
| 3Y | +63.2% | +21.8% | +41.4% | +41.0% |
| 5Y | +68.0% | +66.8% | +1.2% | +14.4% |
| All | +696.7% | +177.9% | +518.9% | +271.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ADM.
Daily Out/Under-Performance
Portfolio return minus ADM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ADM 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 10y: compounded portfolio wealth divided by compounded ADM 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…
10y analysis · Full analysis span regression · 6 months rolling