+651.4%
KKR vs ADM
+133.7%
+517.7%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ADM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +2.7% | -1.8% | -0.3% |
| 7D | +1.6% | +4.2% | -2.6% | -0.1% |
| 30D | +14.5% | -12.8% | +27.4% | +21.1% |
| 3M | -15.0% | -8.5% | -6.5% | -12.5% |
| 6M | +1.0% | -10.9% | +11.9% | +4.5% |
| YTD | -22.6% | +29.4% | -52.1% | -33.5% |
| 1Y | -18.2% | +27.5% | -45.7% | -29.3% |
| 3Y | +56.4% | +10.3% | +46.0% | +38.0% |
| 5Y | +29.6% | +27.4% | +2.2% | -0.8% |
| All | +651.4% | +133.7% | +517.7% | +252.1% |
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