-14.7%
KKR vs ADVB
-97.4%
+82.8%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ADVB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +3.5% | -1.9% | +1.7% |
| 7D | +0.1% | -1.2% | +1.3% | +0.1% |
| 30D | +7.9% | -61.4% | +69.2% | +8.1% |
| 3M | -4.4% | -67.8% | +63.4% | -4.2% |
| 6M | -4.0% | -66.9% | +62.9% | -4.3% |
| YTD | -22.6% | -64.9% | +42.3% | -23.4% |
| 1Y | -18.6% | -74.8% | +56.2% | -18.1% |
| All | -14.7% | -97.4% | +82.8% | +11.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling