-22.5%
KKR vs ADVB
+2.5%
-25.0%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ADVB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -3.8% | +1.9% | -1.9% |
| 7D | -0.6% | -14.0% | +13.3% | -0.8% |
| 30D | +3.0% | +41.0% | -37.9% | +3.6% |
| 3M | +13.6% | +127.9% | -114.3% | +16.1% |
| 6M | +16.2% | +101.3% | -85.1% | +18.5% |
| YTD | -16.6% | +53.8% | -70.4% | -14.3% |
| All | -22.5% | +2.5% | -25.0% | -21.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ADVB.
Daily Out/Under-Performance
Portfolio return minus ADVB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ADVB 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 1y: compounded portfolio wealth divided by compounded ADVB 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…
1y analysis · Full analysis span regression · 6 months rolling