+1,636.4%
KKR vs ADSK
+704.5%
+931.9%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ADSK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.4% | -0.2% | 0.0% |
| 7D | -6.2% | -2.5% | -3.6% | -5.0% |
| 30D | -8.9% | -14.9% | +6.0% | -1.6% |
| 3M | +6.3% | +3.3% | +2.9% | +2.9% |
| 6M | +16.5% | -15.7% | +32.1% | +23.9% |
| YTD | -20.3% | -28.2% | +8.0% | -8.3% |
| 1Y | -29.8% | -34.5% | +4.8% | -15.3% |
| 3Y | +63.2% | -2.9% | +66.1% | +60.6% |
| 5Y | +68.0% | -25.3% | +93.3% | +82.6% |
| 10Y | +704.3% | +217.8% | +486.5% | +319.5% |
| All | +1,636.4% | +704.5% | +931.9% | +437.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ADSK.
Daily Out/Under-Performance
Portfolio return minus ADSK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ADSK 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 ADSK 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