+1,750.7%
KKR vs ALB
+280.8%
+1,469.9%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ALB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -4.4% | +2.6% | -0.3% |
| 7D | -0.9% | -8.1% | +7.2% | +1.9% |
| 30D | +2.2% | +6.3% | -4.1% | -0.4% |
| 3M | +13.1% | -23.6% | +36.6% | +22.6% |
| 6M | +15.3% | -24.6% | +39.9% | +23.1% |
| YTD | -15.0% | -10.3% | -4.7% | -16.2% |
| 1Y | -21.0% | +61.5% | -82.5% | -38.9% |
| 3Y | +76.7% | -34.0% | +110.7% | +73.1% |
| 5Y | +74.3% | -44.6% | +118.9% | +75.0% |
| 10Y | +753.7% | +76.1% | +677.6% | +341.8% |
| All | +1,750.7% | +280.8% | +1,469.9% | +466.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling