+72.6%
KKR vs ALB
-43.9%
+116.4%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -2.8% | +1.3% | -0.8% |
| 7D | -2.2% | -8.6% | +6.4% | +0.1% |
| 30D | +0.3% | -4.0% | +4.3% | +1.1% |
| 3M | +8.8% | -17.4% | +26.2% | +13.8% |
| 6M | +14.9% | -25.4% | +40.3% | +21.6% |
| YTD | -17.9% | -10.5% | -7.4% | -19.0% |
| 1Y | -23.7% | +75.8% | -99.5% | -40.5% |
| 3Y | +69.1% | -28.5% | +97.6% | +66.2% |
| 5Y | +72.6% | -45.1% | +117.7% | +81.0% |
| All | +72.6% | -43.9% | +116.4% | +81.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling