+56.4%
KKR vs ALB
-14.4%
+70.8%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.4% | +2.3% | +1.1% |
| 7D | +1.6% | -5.8% | +7.4% | +2.6% |
| 30D | +14.5% | -4.5% | +19.1% | +15.3% |
| 3M | -15.0% | -28.1% | +13.1% | -10.3% |
| 6M | +1.0% | -53.2% | +54.2% | +14.6% |
| YTD | -22.6% | -33.3% | +10.7% | -19.4% |
| 1Y | -18.2% | -17.4% | -0.8% | -18.7% |
| 3Y | +56.4% | -14.1% | +70.5% | +40.5% |
| All | +56.4% | -14.4% | +70.8% | +40.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling