+695.1%
KKR vs ALB
+84.6%
+610.5%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -3.0% | -0.1% | -2.2% |
| 7D | -8.1% | -7.6% | -0.5% | -5.9% |
| 30D | -9.1% | -5.6% | -3.5% | -7.8% |
| 3M | +6.4% | -16.8% | +23.2% | +11.4% |
| 6M | +12.6% | -26.3% | +38.9% | +20.2% |
| YTD | -20.4% | -13.2% | -7.2% | -20.6% |
| 1Y | -27.1% | +68.8% | -95.9% | -42.7% |
| 3Y | +63.8% | -30.7% | +94.5% | +58.6% |
| 5Y | +67.6% | -46.3% | +113.9% | +71.6% |
| All | +695.1% | +84.6% | +610.5% | +373.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ALB.
Daily Out/Under-Performance
Portfolio return minus ALB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALB 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 ALB 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