+1,716.3%
KKR vs ADM
+393.1%
+1,323.2%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ADM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.1% | -1.7% | -1.8% |
| 7D | -0.6% | -0.1% | -0.6% | -0.6% |
| 30D | +3.0% | +11.0% | -8.0% | -2.5% |
| 3M | +13.6% | +6.0% | +7.6% | +9.6% |
| 6M | +16.2% | +26.9% | -10.7% | +1.2% |
| YTD | -16.6% | +50.0% | -66.6% | -33.6% |
| 1Y | -23.2% | +39.6% | -62.8% | -37.0% |
| 3Y | +71.7% | +18.5% | +53.2% | +46.1% |
| 5Y | +74.8% | +62.6% | +12.3% | +18.1% |
| 10Y | +711.6% | +162.4% | +549.1% | +287.1% |
| All | +1,716.3% | +393.1% | +1,323.2% | +399.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling